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 3-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 | $8,690 | $56,053-84.5% | $75,972-88.6% | $80,856-89.3% |
| Participation rate | 85.0% | 62.0%+23.0pp | 69.1%+15.9pp | 67.6%+17.4pp |
| Annual return | 27.73% | 20.53%+7.2pp | 359.55%-331.8pp | 35.59%-7.9pp |
| Employer contribution / active EE | $5,032 | $1,874+168.5% | $2,685+87.4% | $2,755+82.7% |
| Participant deferral / active EE | $3,113 | $3,052+2.0% | $4,255-26.9% | $4,296-27.5% |
| Admin fee / account holder | $261 | $5,234-95.0% | $6,467-96.0% | $6,918-96.2% |