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 | $13,248 | $109,327-87.9% | $89,391-85.2% | $158,922-91.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 27.17% | 345.68%-318.5pp | 245.62%-218.4pp | 302.83%-275.7pp |
| Employer contribution / active EE | $2,420 | $3,170-23.7% | $2,586-6.4% | $4,761-49.2% |
| Participant deferral / active EE | $5,956 | $4,598+29.5% | $3,890+53.1% | $5,982-0.4% |
| Admin fee / account holder | $88 | $6,153-98.6% | $4,881-98.2% | $11,246-99.2% |