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 | $27,435 | $154,228-82.2% | $145,433-81.1% | $137,256-80.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.48% | 74.59%-51.1pp | 66.58%-43.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $903 | $4,804-81.2% | $4,554-80.2% | $4,156-78.3% |
| Participant deferral / active EE | $7,950 | $8,216-3.2% | $7,897+0.7% | $6,407+24.1% |
| Admin fee / account holder | $160 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |