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 | $177,572-85.4% | $154,803-83.2% | $142,382-81.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.09% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,068 | $4,810-77.8% | $4,305-75.2% | $4,299-75.2% |
| Participant deferral / active EE | $1,980 | $6,272-68.4% | $5,540-64.3% | $6,507-69.6% |
| Admin fee / account holder | $239 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |