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 | $15,332 | $108,919-85.9% | $100,391-84.7% | $145,922-89.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 28.74% | 57.88%-29.1pp | 49.20%-20.5pp | 561.29%-532.5pp |
| Employer contribution / active EE | $4,000 | $4,419-9.5% | $3,942+1.5% | $4,660-14.2% |
| Participant deferral / active EE | $5,769 | $8,445-31.7% | $8,082-28.6% | $6,688-13.7% |
| Admin fee / account holder | $42 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |