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 | $15,068 | $85,022-82.3% | $70,515-78.6% | $139,434-89.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 28.27% | 30.38%-2.1pp | 32.77%-4.5pp | 372.94%-344.7pp |
| Employer contribution / active EE | $5,719 | $3,909+46.3% | $2,973+92.3% | $4,751+20.4% |
| Participant deferral / active EE | $6,499 | $5,890+10.3% | $4,567+42.3% | $6,710-3.1% |
| Admin fee / account holder | $44 | $8,906-99.5% | $6,412-99.3% | $11,403-99.6% |