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 | $20,280 | $71,829-71.8% | $69,780-70.9% | $142,382-85.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 21.95% | 31.01%-9.1pp | 26.31%-4.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,180 | $4,385-50.3% | $4,168-47.7% | $4,299-49.3% |
| Participant deferral / active EE | $3,785 | $6,819-44.5% | $6,164-38.6% | $6,507-41.8% |
| Admin fee / account holder | $7 | $7,818-99.9% | $7,285-99.9% | $12,624-99.9% |