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 | $30,325 | $112,729-73.1% | $98,716-69.3% | $137,256-77.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.42% | 38.48%-15.1pp | 31.81%-8.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,135 | $2,725-21.7% | $2,279-6.3% | $4,156-48.6% |
| Participant deferral / active EE | $7,653 | $4,640+64.9% | $4,048+89.1% | $6,407+19.4% |
| Admin fee / account holder | $276 | $10,129-97.3% | $8,703-96.8% | $12,270-97.7% |