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 | $46,641 | $111,535-58.2% | $105,223-55.7% | $137,256-66.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.40% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,875 | $3,939-1.6% | $3,689+5.0% | $4,156-6.8% |
| Participant deferral / active EE | $8,569 | $5,500+55.8% | $5,072+69.0% | $6,407+33.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |