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 8-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 | $55,900 | $177,572-68.5% | $154,803-63.9% | $142,382-60.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.99% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,334 | $4,810-72.3% | $4,305-69.0% | $4,299-69.0% |
| Participant deferral / active EE | $4,029 | $6,272-35.8% | $5,540-27.3% | $6,507-38.1% |
| Admin fee / account holder | $226 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |