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 | $56,587 | $209,336-73.0% | $197,124-71.3% | $137,256-58.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.83% | 48.09%-25.3pp | 44.34%-21.5pp | 220.34%-197.5pp |
| Employer contribution / active EE | $8,201 | $6,591+24.4% | $6,227+31.7% | $4,156+97.3% |
| Participant deferral / active EE | $8,201 | $9,614-14.7% | $9,135-10.2% | $6,407+28.0% |
| Admin fee / account holder | $211 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |