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 | $34,337 | $179,726-80.9% | $156,263-78.0% | $142,382-75.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.84% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,248 | $5,069-16.2% | $4,333-2.0% | $4,299-1.2% |
| Participant deferral / active EE | $4,476 | $6,956-35.6% | $6,158-27.3% | $6,507-31.2% |
| Admin fee / account holder | $289 | $17,272-98.3% | $14,255-98.0% | $12,624-97.7% |