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 | $33,782 | $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 | 33.63% | 242.71%-209.1pp | 181.32%-147.7pp | 217.08%-183.4pp |
| Employer contribution / active EE | $1,260 | $4,015-68.6% | $3,754-66.4% | $4,299-70.7% |
| Participant deferral / active EE | $9,979 | $5,564+79.3% | $5,116+95.1% | $6,507+53.3% |
| Admin fee / account holder | $76 | $9,860-99.2% | $8,919-99.2% | $12,624-99.4% |