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 | $86,268 | $201,272-57.1% | $184,203-53.2% | $145,922-40.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.03% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,694 | $7,022-61.6% | $6,427-58.1% | $4,660-42.2% |
| Participant deferral / active EE | $4,316 | $9,806-56.0% | $9,131-52.7% | $6,688-35.5% |
| Admin fee / account holder | $86 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |