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 | $22,361 | $172,111-87.0% | $150,298-85.1% | $137,256-83.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 21.32% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,026 | $4,636-77.9% | $4,154-75.3% | $4,156-75.3% |
| Participant deferral / active EE | $5,169 | $6,166-16.2% | $5,453-5.2% | $6,407-19.3% |
| Admin fee / account holder | $125 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |