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 | $112,729-82.7% | $98,716-80.2% | $137,256-85.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.81% | 38.48%-21.7pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,220 | $2,725-18.5% | $2,279-2.6% | $4,156-46.6% |
| Participant deferral / active EE | $2,948 | $4,640-36.5% | $4,048-27.2% | $6,407-54.0% |
| Admin fee / account holder | $248 | $10,129-97.6% | $8,703-97.2% | $12,270-98.0% |