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 | $28,789 | $214,378-86.6% | $200,582-85.6% | $142,382-79.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.93% | 46.41%-19.5pp | 42.33%-15.4pp | 217.08%-190.1pp |
| Employer contribution / active EE | $3,000 | $6,841-56.1% | $6,419-53.3% | $4,299-30.2% |
| Participant deferral / active EE | $6,875 | $9,865-30.3% | $9,331-26.3% | $6,507+5.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |