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 7-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 | $17,143 | $104,974-83.7% | $95,585-82.1% | $142,382-88.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.85% | 210.33%-188.5pp | 38.56%-16.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,698 | $2,779-2.9% | $2,527+6.8% | $4,299-37.2% |
| Participant deferral / active EE | $3,923 | $4,352-9.9% | $4,023-2.5% | $6,507-39.7% |
| Admin fee / account holder | $83 | $6,386-98.7% | $6,127-98.6% | $12,624-99.3% |