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 | $32,811 | $106,584-69.2% | $101,326-67.6% | $142,382-77.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.89% | 36.93%-13.0pp | 36.82%-12.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $8,370 | $3,956+111.6% | $3,665+128.4% | $4,299+94.7% |
| Participant deferral / active EE | $8,885 | $8,297+7.1% | $7,994+11.1% | $6,507+36.5% |
| Admin fee / account holder | $16 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |