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 6-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 | $32,279 | $165,335-80.5% | $149,696-78.4% | $158,922-79.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 144.19% | 348.15%-204.0pp | 276.60%-132.4pp | 302.83%-158.6pp |
| Employer contribution / active EE | $5,302 | $5,103+3.9% | $4,644+14.2% | $4,761+11.4% |
| Participant deferral / active EE | $6,797 | $7,181-5.3% | $6,842-0.6% | $5,982+13.6% |
| Admin fee / account holder | $87 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |