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 | $19,183 | $80,717-76.2% | $154,803-87.6% | $84,808-77.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.44% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,301 | $2,761+19.5% | $4,305-23.3% | $2,631+25.5% |
| Participant deferral / active EE | $2,121 | $3,303-35.8% | $5,540-61.7% | $4,212-49.6% |
| Admin fee / account holder | $64 | $6,746-99.1% | $14,329-99.6% | $7,344-99.1% |