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 | $30,829 | $100,773-69.4% | $88,946-65.3% | $142,382-78.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.12% | 70.18%-48.1pp | 57.82%-35.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,591 | $2,918-11.2% | $2,555+1.4% | $4,299-39.7% |
| Participant deferral / active EE | $7,152 | $5,230+36.7% | $4,581+56.1% | $6,507+9.9% |
| Admin fee / account holder | $190 | $9,693-98.0% | $8,261-97.7% | $12,624-98.5% |