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 | $20,032 | $106,584-81.2% | $101,326-80.2% | $142,382-85.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 23.91% | 36.93%-13.0pp | 36.82%-12.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,780 | $3,956-4.4% | $3,665+3.1% | $4,299-12.1% |
| Participant deferral / active EE | $6,473 | $8,297-22.0% | $7,994-19.0% | $6,507-0.5% |
| Admin fee / account holder | $104 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |