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 | $18,274 | $154,228-88.2% | $145,433-87.4% | $137,256-86.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 31.81% | 74.59%-42.8pp | 66.58%-34.8pp | 220.34%-188.5pp |
| Employer contribution / active EE | $1,308 | $4,804-72.8% | $4,554-71.3% | $4,156-68.5% |
| Participant deferral / active EE | $7,498 | $8,216-8.7% | $7,897-5.1% | $6,407+17.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |