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 | $19,553 | $117,983-83.4% | $101,794-80.8% | $142,382-86.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.81% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,220 | $2,773-19.9% | $2,289-3.0% | $4,299-48.4% |
| Participant deferral / active EE | $2,948 | $4,714-37.5% | $4,084-27.8% | $6,507-54.7% |
| Admin fee / account holder | $248 | $10,433-97.6% | $8,777-97.2% | $12,624-98.0% |