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 | $23,589 | $148,534-84.1% | $135,903-82.6% | $139,434-83.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.36% | 79.19%-51.8pp | 68.23%-40.9pp | 372.94%-345.6pp |
| Employer contribution / active EE | $6,138 | $5,243+17.1% | $4,856+26.4% | $4,751+29.2% |
| Participant deferral / active EE | $14,772 | $8,100+82.4% | $7,758+90.4% | $6,710+120.1% |
| Admin fee / account holder | $72 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |