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 6-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 | $30,097 | $185,822-83.8% | $169,993-82.3% | $139,434-78.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 24.59% | 60.50%-35.9pp | 53.37%-28.8pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,414 | $7,590-68.2% | $6,785-64.4% | $4,751-49.2% |
| Participant deferral / active EE | $11,661 | $11,622+0.3% | $10,408+12.0% | $6,710+73.8% |
| Admin fee / account holder | $262 | $15,381-98.3% | $12,815-98.0% | $11,403-97.7% |