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 | $21,706 | $104,974-79.3% | $95,585-77.3% | $142,382-84.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 28.23% | 210.33%-182.1pp | 38.56%-10.3pp | 217.08%-188.9pp |
| Employer contribution / active EE | $2,793 | $2,779+0.5% | $2,527+10.5% | $4,299-35.0% |
| Participant deferral / active EE | $3,805 | $4,352-12.6% | $4,023-5.4% | $6,507-41.5% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |