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 10-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 | $27,451 | $112,881-75.7% | $90,951-69.8% | $158,922-82.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.28% | 215.79%-202.5pp | 134.60%-121.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $5,920 | $2,893+104.6% | $2,122+179.0% | $4,761+24.3% |
| Participant deferral / active EE | $3,517 | $4,128-14.8% | $3,373+4.3% | $5,982-41.2% |
| Admin fee / account holder | $241 | $8,041-97.0% | $5,959-96.0% | $11,246-97.9% |