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 4-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 | $29,031 | $148,534-80.5% | $135,903-78.6% | $139,434-79.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.28% | 79.19%-51.9pp | 68.23%-41.0pp | 372.94%-345.7pp |
| Employer contribution / active EE | $3,297 | $5,243-37.1% | $4,856-32.1% | $4,751-30.6% |
| Participant deferral / active EE | $10,261 | $8,100+26.7% | $7,758+32.3% | $6,710+52.9% |
| Admin fee / account holder | $143 | $12,400-98.8% | $10,762-98.7% | $11,403-98.7% |