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 | $38,634 | $154,228-74.9% | $145,433-73.4% | $137,256-71.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.71% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,173 | $4,804-54.8% | $4,554-52.3% | $4,156-47.7% |
| Participant deferral / active EE | $11,992 | $8,216+46.0% | $7,897+51.9% | $6,407+87.2% |
| Admin fee / account holder | $119 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |