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 | $27,403 | $117,983-76.8% | $101,794-73.1% | $142,382-80.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.13% | 36.92%-15.8pp | 30.53%-9.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,939 | $2,773+6.0% | $2,289+28.4% | $4,299-31.6% |
| Participant deferral / active EE | $3,662 | $4,714-22.3% | $4,084-10.3% | $6,507-43.7% |
| Admin fee / account holder | $120 | $10,433-98.9% | $8,777-98.6% | $12,624-99.0% |