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 | $17,586 | $106,515-83.5% | $96,683-81.8% | $139,434-87.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 36.94% | 38.43%-1.5pp | 35.69%+1.2pp | 372.94%-336.0pp |
| Employer contribution / active EE | $2,858 | $4,103-30.3% | $3,737-23.5% | $4,751-39.8% |
| Participant deferral / active EE | $4,490 | $5,454-17.7% | $4,878-8.0% | $6,710-33.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |