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 4-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 | $27,633 | $111,535-75.2% | $105,223-73.7% | $137,256-79.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.85% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,548 | $3,939-35.3% | $3,689-30.9% | $4,156-38.7% |
| Participant deferral / active EE | $3,546 | $5,500-35.5% | $5,072-30.1% | $6,407-44.6% |
| Admin fee / account holder | $169 | $9,721-98.3% | $8,859-98.1% | $12,270-98.6% |