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 6-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 | $21,156 | $110,261-80.8% | $95,745-77.9% | $139,434-84.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.72% | 27.11%-12.4pp | 28.35%-13.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,758 | $3,257-46.0% | $2,835-38.0% | $4,751-63.0% |
| Participant deferral / active EE | $2,676 | $4,676-42.8% | $4,245-36.9% | $6,710-60.1% |
| Admin fee / account holder | $193 | $6,613-97.1% | $5,678-96.6% | $11,403-98.3% |