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 5-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 | $30,991 | $97,125-68.1% | $86,233-64.1% | $137,256-77.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 21.10% | 74.19%-53.1pp | 61.39%-40.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,225 | $2,841-21.7% | $2,504-11.2% | $4,156-46.5% |
| Participant deferral / active EE | $7,038 | $5,180+35.9% | $4,559+54.4% | $6,407+9.9% |
| Admin fee / account holder | $156 | $9,725-98.4% | $8,342-98.1% | $12,270-98.7% |