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 | $17,171 | $101,618-83.1% | $93,063-81.5% | $137,256-87.5% |
| Participation rate | 90.9% | 74.9%+16.0pp | 72.1%+18.8pp | 80.0%+10.9pp |
| Annual return | 27.48% | 223.95%-196.5pp | 34.15%-6.7pp | 220.34%-192.9pp |
| Employer contribution / active EE | $1,659 | $2,707-38.7% | $2,476-33.0% | $4,156-60.1% |
| Participant deferral / active EE | $3,698 | $4,279-13.6% | $3,958-6.6% | $6,407-42.3% |
| Admin fee / account holder | $144 | $6,198-97.7% | $6,033-97.6% | $12,270-98.8% |