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 | $22,667 | $78,926-71.3% | $136,749-83.4% | $84,808-73.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 21.56% | 18.17%+3.4pp | 24.33%-2.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,419 | $2,134+13.4% | $3,400-28.8% | $2,631-8.0% |
| Participant deferral / active EE | $3,845 | $3,168+21.3% | $4,692-18.1% | $4,212-8.7% |
| Admin fee / account holder | $94 | $6,369-98.5% | $11,386-99.2% | $7,344-98.7% |