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 | $15,209 | $177,572-91.4% | $154,803-90.2% | $142,382-89.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.47% | 65.07%-38.6pp | 58.88%-32.4pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,228 | $4,810-53.7% | $4,305-48.2% | $4,299-48.2% |
| Participant deferral / active EE | $3,624 | $6,272-42.2% | $5,540-34.6% | $6,507-44.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |