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 | $23,314 | $117,983-80.2% | $101,794-77.1% | $142,382-83.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.18% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,038 | $2,773-26.5% | $2,289-11.0% | $4,299-52.6% |
| Participant deferral / active EE | $4,585 | $4,714-2.7% | $4,084+12.3% | $6,507-29.5% |
| Admin fee / account holder | $239 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |