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 | $10,432 | $111,535-90.6% | $105,223-90.1% | $137,256-92.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.65% | 237.85%-215.2pp | 180.65%-158.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,884 | $3,939-52.2% | $3,689-48.9% | $4,156-54.7% |
| Participant deferral / active EE | $1,888 | $5,500-65.7% | $5,072-62.8% | $6,407-70.5% |
| Admin fee / account holder | $194 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |