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 | $36,052 | $118,427-69.6% | $66,042-45.4% | $142,382-74.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 21.89% | 35.57%-13.7pp | 52.11%-30.2pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,431 | $2,570+33.5% | $1,579+117.3% | $4,299-20.2% |
| Participant deferral / active EE | $4,850 | $4,311+12.5% | $2,835+71.0% | $6,507-25.5% |
| Admin fee / account holder | $270 | $9,593-97.2% | $5,747-95.3% | $12,624-97.9% |