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 | $25,095 | $124,425-79.8% | $112,040-77.6% | $137,256-81.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.56% | 24.72%-4.2pp | 24.52%-4.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,751 | $3,411+39.3% | $2,954+60.8% | $4,156+14.3% |
| Participant deferral / active EE | $6,718 | $5,718+17.5% | $5,098+31.8% | $6,407+4.9% |
| Admin fee / account holder | $107 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |