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 3-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 | $30,042 | $106,515-71.8% | $96,683-68.9% | $139,434-78.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.69% | 38.43%-10.7pp | 35.69%-8.0pp | 372.94%-345.3pp |
| Employer contribution / active EE | $1,292 | $4,103-68.5% | $3,737-65.4% | $4,751-72.8% |
| Participant deferral / active EE | $3,898 | $5,454-28.5% | $4,878-20.1% | $6,710-41.9% |
| Admin fee / account holder | $108 | $7,877-98.6% | $6,730-98.4% | $11,403-99.1% |