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 | $13,102 | $111,535-88.3% | $105,223-87.5% | $137,256-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.88% | 237.85%-211.0pp | 180.65%-153.8pp | 220.34%-193.5pp |
| Employer contribution / active EE | $2,682 | $3,939-31.9% | $3,689-27.3% | $4,156-35.5% |
| Participant deferral / active EE | $3,277 | $5,500-40.4% | $5,072-35.4% | $6,407-48.9% |
| Admin fee / account holder | $21 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |