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 | $19,586 | $95,266-79.4% | $82,389-76.2% | $142,382-86.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.03% | 25.74%-14.7pp | 28.67%-17.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,299 | $2,991-23.1% | $2,517-8.7% | $4,299-46.5% |
| Participant deferral / active EE | $2,102 | $4,809-56.3% | $4,155-49.4% | $6,507-67.7% |
| Admin fee / account holder | $231 | $8,563-97.3% | $7,231-96.8% | $12,624-98.2% |