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 | $18,513 | $114,381-83.8% | $107,525-82.8% | $142,382-87.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.43% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,061 | $4,015-48.7% | $3,754-45.1% | $4,299-52.1% |
| Participant deferral / active EE | $4,743 | $5,564-14.8% | $5,116-7.3% | $6,507-27.1% |
| Admin fee / account holder | $72 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |