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 | $51,011 | $177,572-71.3% | $154,803-67.0% | $142,382-64.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.08% | 65.07%-35.0pp | 58.88%-28.8pp | 217.08%-187.0pp |
| Employer contribution / active EE | $3,671 | $4,810-23.7% | $4,305-14.7% | $4,299-14.6% |
| Participant deferral / active EE | $19,710 | $6,272+214.3% | $5,540+255.8% | $6,507+202.9% |
| Admin fee / account holder | $100 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |