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 | $17,241 | $159,602-89.2% | $150,045-88.5% | $142,382-87.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.70% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,918 | $4,961-61.3% | $4,693-59.1% | $4,299-55.4% |
| Participant deferral / active EE | $2,496 | $8,310-70.0% | $7,997-68.8% | $6,507-61.6% |
| Admin fee / account holder | $196 | $14,846-98.7% | $13,435-98.5% | $12,624-98.5% |