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 | $36,052 | $117,983-69.4% | $101,794-64.6% | $142,382-74.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.11% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,994 | $2,773+8.0% | $2,289+30.8% | $4,299-30.4% |
| Participant deferral / active EE | $4,846 | $4,714+2.8% | $4,084+18.7% | $6,507-25.5% |
| Admin fee / account holder | $91 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |