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 | $31,161 | $159,602-80.5% | $150,045-79.2% | $142,382-78.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 38.16% | 70.24%-32.1pp | 62.55%-24.4pp | 217.08%-178.9pp |
| Employer contribution / active EE | $1,333 | $4,961-73.1% | $4,693-71.6% | $4,299-69.0% |
| Participant deferral / active EE | $19,088 | $8,310+129.7% | $7,997+138.7% | $6,507+193.3% |
| Admin fee / account holder | $66 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |