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 | $132,634-76.9% | $115,768-73.5% | $137,256-77.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.90% | 160.70%-149.8pp | 100.46%-89.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,886 | $3,360-43.9% | $2,940-35.9% | $4,156-54.6% |
| Participant deferral / active EE | $2,520 | $5,619-55.1% | $4,917-48.7% | $6,407-60.7% |
| Admin fee / account holder | $85 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |