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 | $23,622 | $117,983-80.0% | $101,794-76.8% | $142,382-83.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.50% | 36.92%-9.4pp | 30.53%-3.0pp | 217.08%-189.6pp |
| Employer contribution / active EE | $3,194 | $2,773+15.2% | $2,289+39.5% | $4,299-25.7% |
| Participant deferral / active EE | $3,993 | $4,714-15.3% | $4,084-2.2% | $6,507-38.6% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |