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 | $21,896 | $81,248-73.1% | $155,509-85.9% | $80,856-72.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.11% | 33.31%-14.2pp | 64.67%-45.6pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,382 | $3,100-23.2% | $4,672-49.0% | $2,755-13.5% |
| Participant deferral / active EE | $3,014 | $3,452-12.7% | $5,626-46.4% | $4,296-29.8% |
| Admin fee / account holder | $176 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |