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 | $25,597 | $106,515-76.0% | $96,683-73.5% | $139,434-81.6% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 16.24% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,596 | $4,103+12.0% | $3,737+23.0% | $4,751-3.3% |
| Participant deferral / active EE | $5,835 | $5,454+7.0% | $4,878+19.6% | $6,710-13.0% |
| Admin fee / account holder | $163 | $7,877-97.9% | $6,730-97.6% | $11,403-98.6% |