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 | $38,695 | $154,117-74.9% | $129,995-70.2% | $139,434-72.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.12% | 32.48%-13.4pp | -137.18%+156.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,306 | $5,289-75.3% | $4,320-69.8% | $4,751-72.5% |
| Participant deferral / active EE | $2,580 | $6,710-61.6% | $5,820-55.7% | $6,710-61.6% |
| Admin fee / account holder | $230 | $14,007-98.4% | $10,614-97.8% | $11,403-98.0% |