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 | $16,402 | $105,126-84.4% | $94,646-82.7% | $139,434-88.2% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 83.46% | 38.03%+45.4pp | 156.71%-73.2pp | 372.94%-289.5pp |
| Employer contribution / active EE | $2,709 | $4,106-34.0% | $3,672-26.2% | $4,751-43.0% |
| Participant deferral / active EE | $6,728 | $7,599-11.5% | $7,418-9.3% | $6,710+0.3% |
| Admin fee / account holder | $255 | $8,984-97.2% | $7,231-96.5% | $11,403-97.8% |