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 | $35,835 | $95,266-62.4% | $82,389-56.5% | $142,382-74.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.91% | 25.74%-1.8pp | 28.67%-4.8pp | 217.08%-193.2pp |
| Employer contribution / active EE | $6,298 | $2,991+110.6% | $2,517+150.2% | $4,299+46.5% |
| Participant deferral / active EE | $8,200 | $4,809+70.5% | $4,155+97.4% | $6,507+26.0% |
| Admin fee / account holder | $137 | $8,563-98.4% | $7,231-98.1% | $12,624-98.9% |