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 | $20,916 | $104,974-80.1% | $95,585-78.1% | $142,382-85.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.42% | 210.33%-194.9pp | 38.56%-23.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,175 | $2,779-21.7% | $2,527-13.9% | $4,299-49.4% |
| Participant deferral / active EE | $5,238 | $4,352+20.4% | $4,023+30.2% | $6,507-19.5% |
| Admin fee / account holder | $126 | $6,386-98.0% | $6,127-98.0% | $12,624-99.0% |