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 | $23,245 | $114,381-79.7% | $107,525-78.4% | $142,382-83.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.54% | 242.71%-219.2pp | 181.32%-157.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,554 | $4,015-36.4% | $3,754-32.0% | $4,299-40.6% |
| Participant deferral / active EE | $4,303 | $5,564-22.7% | $5,116-15.9% | $6,507-33.9% |
| Admin fee / account holder | $151 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |