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 | $36,768 | $154,228-76.2% | $145,433-74.7% | $137,256-73.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.99% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,902 | $4,804-60.4% | $4,554-58.2% | $4,156-54.2% |
| Participant deferral / active EE | $7,562 | $8,216-8.0% | $7,897-4.2% | $6,407+18.0% |
| Admin fee / account holder | $226 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |