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 | $26,200 | $114,381-77.1% | $107,525-75.6% | $142,382-81.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.23% | 242.71%-218.5pp | 181.32%-157.1pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,824 | $4,015-4.7% | $3,754+1.9% | $4,299-11.1% |
| Participant deferral / active EE | $7,718 | $5,564+38.7% | $5,116+50.9% | $6,507+18.6% |
| Admin fee / account holder | $95 | $9,860-99.0% | $8,919-98.9% | $12,624-99.3% |