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 | $27,402 | $112,729-75.7% | $98,716-72.2% | $137,256-80.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 27.62% | 38.48%-10.9pp | 31.81%-4.2pp | 220.34%-192.7pp |
| Employer contribution / active EE | $2,346 | $2,725-13.9% | $2,279+3.0% | $4,156-43.5% |
| Participant deferral / active EE | $3,844 | $4,640-17.2% | $4,048-5.0% | $6,407-40.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |