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 | $25,966 | $172,111-84.9% | $150,298-82.7% | $137,256-81.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.09% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,068 | $4,636-77.0% | $4,154-74.3% | $4,156-74.3% |
| Participant deferral / active EE | $1,980 | $6,166-67.9% | $5,453-63.7% | $6,407-69.1% |
| Admin fee / account holder | $239 | $16,471-98.5% | $14,116-98.3% | $12,270-98.1% |