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 | $20,174 | $124,425-83.8% | $112,040-82.0% | $137,256-85.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.35% | 24.72%-4.4pp | 24.52%-4.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,081 | $3,411-39.0% | $2,954-29.6% | $4,156-49.9% |
| Participant deferral / active EE | $3,466 | $5,718-39.4% | $5,098-32.0% | $6,407-45.9% |
| Admin fee / account holder | $121 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |