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 9-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 | $43,230 | $176,377-75.5% | $134,143-67.8% | $158,922-72.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.63% | 63.63%-56.0pp | 36.33%-28.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,028 | $5,040-59.8% | $3,704-45.3% | $4,761-57.4% |
| Participant deferral / active EE | $1,527 | $4,091-62.7% | $3,499-56.3% | $5,982-74.5% |
| Admin fee / account holder | $2 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |