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 6-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 | $24,310 | $179,726-86.5% | $156,263-84.4% | $142,382-82.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.21% | 77.86%-55.6pp | 59.47%-37.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,847 | $5,069-63.6% | $4,333-57.4% | $4,299-57.0% |
| Participant deferral / active EE | $6,660 | $6,956-4.3% | $6,158+8.1% | $6,507+2.3% |
| Admin fee / account holder | $138 | $17,272-99.2% | $14,255-99.0% | $12,624-98.9% |