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 | $51,950 | $159,602-67.5% | $150,045-65.4% | $142,382-63.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.88% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,332 | $4,961-53.0% | $4,693-50.3% | $4,299-45.8% |
| Participant deferral / active EE | $13,720 | $8,310+65.1% | $7,997+71.6% | $6,507+110.8% |
| Admin fee / account holder | $266 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |