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 | $30,667 | $133,922-77.1% | $116,228-73.6% | $142,382-78.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.90% | 147.76%-136.9pp | 90.06%-79.2pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,886 | $3,446-45.3% | $2,994-37.0% | $4,299-56.1% |
| Participant deferral / active EE | $2,520 | $5,672-55.6% | $4,953-49.1% | $6,507-61.3% |
| Admin fee / account holder | $85 | $14,945-99.4% | $11,989-99.3% | $12,624-99.3% |