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 | $57,643 | $154,228-62.6% | $145,433-60.4% | $137,256-58.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 41.70% | 74.59%-32.9pp | 66.58%-24.9pp | 220.34%-178.6pp |
| Employer contribution / active EE | $10,926 | $4,804+127.4% | $4,554+139.9% | $4,156+162.9% |
| Participant deferral / active EE | $17,091 | $8,216+108.0% | $7,897+116.4% | $6,407+166.8% |
| Admin fee / account holder | $53 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |