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 | $16,056 | $172,111-90.7% | $150,298-89.3% | $137,256-88.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.02% | 69.37%-43.4pp | 62.79%-36.8pp | 220.34%-194.3pp |
| Employer contribution / active EE | $2,174 | $4,636-53.1% | $4,154-47.7% | $4,156-47.7% |
| Participant deferral / active EE | $5,614 | $6,166-9.0% | $5,453+3.0% | $6,407-12.4% |
| Admin fee / account holder | $1 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |