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 | $36,485 | $117,859-69.0% | $102,438-64.4% | $145,959-75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 33.24% | 31.72%+1.5pp | 29.37%+3.9pp | 561.95%-528.7pp |
| Employer contribution / active EE | $4,685 | $3,615+29.6% | $3,024+55.0% | $4,661+0.5% |
| Participant deferral / active EE | $9,075 | $5,732+58.3% | $5,054+79.6% | $6,689+35.7% |
| Admin fee / account holder | $267 | $13,318-98.0% | $9,448-97.2% | $13,398-98.0% |