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 | $25,916 | $148,534-82.6% | $135,903-80.9% | $139,434-81.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.79% | 79.19%-55.4pp | 68.23%-44.4pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,038 | $5,243-80.2% | $4,856-78.6% | $4,751-78.2% |
| Participant deferral / active EE | $5,005 | $8,100-38.2% | $7,758-35.5% | $6,710-25.4% |
| Admin fee / account holder | $92 | $12,400-99.3% | $10,762-99.1% | $11,403-99.2% |