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 | $26,515 | $106,515-75.1% | $96,683-72.6% | $139,434-81.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.79% | 38.43%-11.6pp | 35.69%-8.9pp | 372.94%-346.1pp |
| Employer contribution / active EE | $3,798 | $4,103-7.4% | $3,737+1.6% | $4,751-20.1% |
| Participant deferral / active EE | $4,950 | $5,454-9.2% | $4,878+1.5% | $6,710-26.2% |
| Admin fee / account holder | $180 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |