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 | $51,790 | $177,572-70.8% | $154,803-66.5% | $142,382-63.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.01% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,225 | $4,810-53.7% | $4,305-48.3% | $4,299-48.2% |
| Participant deferral / active EE | $7,143 | $6,272+13.9% | $5,540+28.9% | $6,507+9.8% |
| Admin fee / account holder | $17 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |