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 | $112,729-79.3% | $98,716-76.4% | $137,256-83.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.18% | 38.48%-16.3pp | 31.81%-9.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,038 | $2,725-25.2% | $2,279-10.6% | $4,156-51.0% |
| Participant deferral / active EE | $4,585 | $4,640-1.2% | $4,048+13.3% | $6,407-28.4% |
| Admin fee / account holder | $239 | $10,129-97.6% | $8,703-97.2% | $12,270-98.0% |