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 | $30,851 | $185,822-83.4% | $169,993-81.9% | $139,434-77.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.13% | 60.50%-35.4pp | 53.37%-28.2pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,879 | $7,590-75.2% | $6,785-72.3% | $4,751-60.5% |
| Participant deferral / active EE | $13,986 | $11,622+20.3% | $10,408+34.4% | $6,710+108.4% |
| Admin fee / account holder | $16 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |