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 | $22,680 | $159,602-85.8% | $150,045-84.9% | $142,382-84.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.06% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,824 | $4,961-43.1% | $4,693-39.8% | $4,299-34.3% |
| Participant deferral / active EE | $6,060 | $8,310-27.1% | $7,997-24.2% | $6,507-6.9% |
| Admin fee / account holder | $207 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |