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 6-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 | $42,082 | $209,336-79.9% | $197,124-78.7% | $137,256-69.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.11% | 48.09%-32.0pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,438 | $6,591-47.8% | $6,227-44.8% | $4,156-17.3% |
| Participant deferral / active EE | $14,604 | $9,614+51.9% | $9,135+59.9% | $6,407+127.9% |
| Admin fee / account holder | $264 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |