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 | $13,005 | $74,888-82.6% | $71,209-81.7% | $142,382-90.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 25.21% | 345.14%-319.9pp | 282.51%-257.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,234 | $2,854-21.7% | $2,721-17.9% | $4,299-48.0% |
| Participant deferral / active EE | $3,670 | $4,454-17.6% | $4,175-12.1% | $6,507-43.6% |
| Admin fee / account holder | $118 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |