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 | $31,145 | $179,726-82.7% | $156,263-80.1% | $142,382-78.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 26.34% | 77.86%-51.5pp | 59.47%-33.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,336 | $5,069-53.9% | $4,333-46.1% | $4,299-45.7% |
| Participant deferral / active EE | $8,306 | $6,956+19.4% | $6,158+34.9% | $6,507+27.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |