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 | $60,644 | $109,881-44.8% | $150,045-59.6% | $84,808-28.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.14% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,242 | $3,561-37.0% | $4,693-52.2% | $2,631-14.8% |
| Participant deferral / active EE | $4,530 | $6,636-31.7% | $7,997-43.4% | $4,212+7.6% |
| Admin fee / account holder | $31 | $8,568-99.6% | $13,435-99.8% | $7,344-99.6% |