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 | $42,533 | $179,726-76.3% | $156,263-72.8% | $142,382-70.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.82% | 77.86%-55.0pp | 59.47%-36.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $6,063 | $5,069+19.6% | $4,333+39.9% | $4,299+41.0% |
| Participant deferral / active EE | $12,133 | $6,956+74.4% | $6,158+97.0% | $6,507+86.5% |
| Admin fee / account holder | $291 | $17,272-98.3% | $14,255-98.0% | $12,624-97.7% |