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 | $47,627 | $183,519-74.0% | $155,509-69.4% | $145,922-67.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.65% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,332 | $5,313-37.3% | $4,672-28.7% | $4,660-28.5% |
| Participant deferral / active EE | $10,482 | $6,462+62.2% | $5,626+86.3% | $6,688+56.7% |
| Admin fee / account holder | $242 | $19,313-98.7% | $15,912-98.5% | $13,397-98.2% |