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 | $41,451 | $106,515-61.1% | $96,683-57.1% | $139,434-70.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.90% | 38.43%-15.5pp | 35.69%-12.8pp | 372.94%-350.0pp |
| Employer contribution / active EE | $4,977 | $4,103+21.3% | $3,737+33.2% | $4,751+4.8% |
| Participant deferral / active EE | $13,976 | $5,454+156.2% | $4,878+186.5% | $6,710+108.3% |
| Admin fee / account holder | $242 | $7,877-96.9% | $6,730-96.4% | $11,403-97.9% |