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 | $19,256 | $177,572-89.2% | $154,803-87.6% | $142,382-86.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 39.85% | 65.07%-25.2pp | 58.88%-19.0pp | 217.08%-177.2pp |
| Employer contribution / active EE | $2,451 | $4,810-49.1% | $4,305-43.1% | $4,299-43.0% |
| Participant deferral / active EE | $5,645 | $6,272-10.0% | $5,540+1.9% | $6,507-13.3% |
| Admin fee / account holder | $177 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |