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 | $16,622 | $114,381-85.5% | $107,525-84.5% | $142,382-88.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.43% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,316 | $4,015-42.3% | $3,754-38.3% | $4,299-46.1% |
| Participant deferral / active EE | $4,164 | $5,564-25.2% | $5,116-18.6% | $6,507-36.0% |
| Admin fee / account holder | $156 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |