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 | $17,988 | $117,983-84.8% | $101,794-82.3% | $142,382-87.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.34% | 36.92%-13.6pp | 30.53%-7.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,142 | $2,773-22.7% | $2,289-6.4% | $4,299-50.2% |
| Participant deferral / active EE | $3,376 | $4,714-28.4% | $4,084-17.3% | $6,507-48.1% |
| Admin fee / account holder | $117 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |