See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,554 | $165,984-82.8% | $164,813-82.7% | $145,922-80.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.37% | 100.03%-80.7pp | 69.93%-50.6pp | 561.29%-541.9pp |
| Employer contribution / active EE | $4,793 | $5,273-9.1% | $4,341+10.4% | $4,660+2.9% |
| Participant deferral / active EE | $13,324 | $6,959+91.5% | $6,031+120.9% | $6,688+99.2% |
| Admin fee / account holder | $251 | $16,648-98.5% | $12,690-98.0% | $13,397-98.1% |