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 | $24,411 | $177,572-86.3% | $154,803-84.2% | $142,382-82.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.16% | 65.07%-36.9pp | 58.88%-30.7pp | 217.08%-188.9pp |
| Employer contribution / active EE | $2,878 | $4,810-40.2% | $4,305-33.2% | $4,299-33.1% |
| Participant deferral / active EE | $6,621 | $6,272+5.6% | $5,540+19.5% | $6,507+1.7% |
| Admin fee / account holder | $257 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |