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 | $62,360 | $177,572-64.9% | $154,803-59.7% | $142,382-56.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.71% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,373 | $4,810-71.4% | $4,305-68.1% | $4,299-68.1% |
| Participant deferral / active EE | $5,942 | $6,272-5.2% | $5,540+7.3% | $6,507-8.7% |
| Admin fee / account holder | $116 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |