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 | $21,840 | $154,228-85.8% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.50% | 74.59%-51.1pp | 66.58%-43.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,649 | $4,804-65.7% | $4,554-63.8% | $4,156-60.3% |
| Participant deferral / active EE | $6,981 | $8,216-15.0% | $7,897-11.6% | $6,407+9.0% |
| Admin fee / account holder | $104 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |