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 | $24,304 | $159,602-84.8% | $150,045-83.8% | $142,382-82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.89% | 70.24%-49.3pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,830 | $4,961-42.9% | $4,693-39.7% | $4,299-34.2% |
| Participant deferral / active EE | $4,852 | $8,310-41.6% | $7,997-39.3% | $6,507-25.4% |
| Admin fee / account holder | $105 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |