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 | $14,522 | $177,572-91.8% | $154,803-90.6% | $142,382-89.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.47% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,644 | $4,810-65.8% | $4,305-61.8% | $4,299-61.8% |
| Participant deferral / active EE | $6,460 | $6,272+3.0% | $5,540+16.6% | $6,507-0.7% |
| Admin fee / account holder | $261 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |