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 | $214,378-73.6% | $200,582-71.8% | $142,382-60.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.83% | 46.41%-23.6pp | 42.33%-19.5pp | 217.08%-194.2pp |
| Employer contribution / active EE | $8,201 | $6,841+19.9% | $6,419+27.8% | $4,299+90.8% |
| Participant deferral / active EE | $8,201 | $9,865-16.9% | $9,331-12.1% | $6,507+26.0% |
| Admin fee / account holder | $211 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |