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 | $30,877 | $178,174-82.7% | $156,181-80.2% | $137,256-77.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 25.27% | 84.19%-58.9pp | 64.87%-39.6pp | 220.34%-195.1pp |
| Employer contribution / active EE | $3,493 | $4,972-29.7% | $4,294-18.6% | $4,156-15.9% |
| Participant deferral / active EE | $11,715 | $6,888+70.1% | $6,132+91.0% | $6,407+82.8% |
| Admin fee / account holder | $225 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |