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 | $28,502 | $177,572-83.9% | $154,803-81.6% | $142,382-80.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.28% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,857 | $4,810-61.4% | $4,305-56.9% | $4,299-56.8% |
| Participant deferral / active EE | $5,412 | $6,272-13.7% | $5,540-2.3% | $6,507-16.8% |
| Admin fee / account holder | $101 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |