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 7-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 | $16,040 | $109,327-85.3% | $89,391-82.1% | $158,922-89.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 23.12% | 345.68%-322.6pp | 245.62%-222.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,730 | $3,170-13.9% | $2,586+5.6% | $4,761-42.7% |
| Participant deferral / active EE | $4,011 | $4,598-12.8% | $3,890+3.1% | $5,982-32.9% |
| Admin fee / account holder | $76 | $6,153-98.8% | $4,881-98.4% | $11,246-99.3% |