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 | $27,419 | $124,425-78.0% | $112,040-75.5% | $137,256-80.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.57% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,068 | $3,411-39.4% | $2,954-30.0% | $4,156-50.2% |
| Participant deferral / active EE | $3,888 | $5,718-32.0% | $5,098-23.7% | $6,407-39.3% |
| Admin fee / account holder | $178 | $15,207-98.8% | $12,098-98.5% | $12,270-98.6% |