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 | $22,277 | $228,332-90.2% | $185,823-88.0% | $158,922-86.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 37.29% | 40.80%-3.5pp | 35.95%+1.3pp | 302.83%-265.5pp |
| Employer contribution / active EE | $4,721 | $4,967-4.9% | $4,087+15.5% | $4,761-0.8% |
| Participant deferral / active EE | $10,751 | $6,415+67.6% | $5,632+90.9% | $5,982+79.7% |
| Admin fee / account holder | $41 | $11,864-99.7% | $9,500-99.6% | $11,246-99.6% |