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 7-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 | $30,997 | $162,781-81.0% | $133,956-76.9% | $158,922-80.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 35.36% | 41.94%-6.6pp | 45.09%-9.7pp | 302.83%-267.5pp |
| Employer contribution / active EE | $3,076 | $4,975-38.2% | $3,919-21.5% | $4,761-35.4% |
| Participant deferral / active EE | $11,495 | $5,911+94.5% | $5,048+127.7% | $5,982+92.2% |
| Admin fee / account holder | $155 | $11,736-98.7% | $8,927-98.3% | $11,246-98.6% |