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 | $19,719 | $159,602-87.6% | $150,045-86.9% | $142,382-86.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.00% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,282 | $4,961-54.0% | $4,693-51.4% | $4,299-46.9% |
| Participant deferral / active EE | $3,257 | $8,310-60.8% | $7,997-59.3% | $6,507-49.9% |
| Admin fee / account holder | $57 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |