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 | $24,792 | $159,901-84.5% | $146,958-83.1% | $145,922-83.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.26% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,478 | $5,286-53.1% | $4,933-49.8% | $4,660-46.8% |
| Participant deferral / active EE | $2,608 | $8,428-69.1% | $8,070-67.7% | $6,688-61.0% |
| Admin fee / account holder | $103 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |