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 | $33,781 | $114,381-70.5% | $107,525-68.6% | $142,382-76.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.02% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,578 | $4,015-10.9% | $3,754-4.7% | $4,299-16.8% |
| Participant deferral / active EE | $8,952 | $5,564+60.9% | $5,116+75.0% | $6,507+37.6% |
| Admin fee / account holder | $252 | $9,860-97.4% | $8,919-97.2% | $12,624-98.0% |