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 | $26,257 | $127,065-79.3% | $113,168-76.8% | $142,382-81.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.56% | 24.03%-1.5pp | 24.27%-1.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,692 | $3,442-21.8% | $2,975-9.5% | $4,299-37.4% |
| Participant deferral / active EE | $5,108 | $5,716-10.6% | $5,1070% | $6,507-21.5% |
| Admin fee / account holder | $45 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |