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 | $19,594 | $111,535-82.4% | $105,223-81.4% | $137,256-85.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 28.46% | 237.85%-209.4pp | 180.65%-152.2pp | 220.34%-191.9pp |
| Employer contribution / active EE | $2,945 | $3,939-25.2% | $3,689-20.2% | $4,156-29.1% |
| Participant deferral / active EE | $4,174 | $5,500-24.1% | $5,072-17.7% | $6,407-34.9% |
| Admin fee / account holder | $63 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |