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 | $53,380 | $148,534-64.1% | $135,903-60.7% | $139,434-61.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.62% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,196 | $5,243-77.2% | $4,856-75.4% | $4,751-74.8% |
| Participant deferral / active EE | $7,092 | $8,100-12.4% | $7,758-8.6% | $6,710+5.7% |
| Admin fee / account holder | $294 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |