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 | $22,016 | $177,572-87.6% | $154,803-85.8% | $142,382-84.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.93% | 65.07%-32.1pp | 58.88%-26.0pp | 217.08%-184.1pp |
| Employer contribution / active EE | $2,366 | $4,810-50.8% | $4,305-45.0% | $4,299-45.0% |
| Participant deferral / active EE | $5,719 | $6,272-8.8% | $5,540+3.2% | $6,507-12.1% |
| Admin fee / account holder | $221 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |