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 | $25,785 | $154,228-83.3% | $145,433-82.3% | $137,256-81.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.83% | 74.59%-48.8pp | 66.58%-40.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $5,311 | $4,804+10.5% | $4,554+16.6% | $4,156+27.8% |
| Participant deferral / active EE | $10,796 | $8,216+31.4% | $7,897+36.7% | $6,407+68.5% |
| Admin fee / account holder | $37 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |