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 | $19,733 | $95,266-79.3% | $82,389-76.0% | $142,382-86.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.71% | 25.74%-2.0pp | 28.67%-5.0pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,987 | $2,991-0.1% | $2,517+18.7% | $4,299-30.5% |
| Participant deferral / active EE | $4,160 | $4,809-13.5% | $4,155+0.1% | $6,507-36.1% |
| Admin fee / account holder | $135 | $8,563-98.4% | $7,231-98.1% | $12,624-98.9% |