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 | $27,163 | $111,535-75.6% | $105,223-74.2% | $137,256-80.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.70% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,716 | $3,939-56.4% | $3,689-53.5% | $4,156-58.7% |
| Participant deferral / active EE | $4,120 | $5,500-25.1% | $5,072-18.8% | $6,407-35.7% |
| Admin fee / account holder | $232 | $9,721-97.6% | $8,859-97.4% | $12,270-98.1% |