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 | $32,803 | $87,166-62.4% | $76,735-57.3% | $137,256-76.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.99% | 26.50%-4.5pp | 29.77%-7.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,080 | $2,904+40.5% | $2,454+66.2% | $4,156-1.8% |
| Participant deferral / active EE | $5,587 | $4,726+18.2% | $4,088+36.7% | $6,407-12.8% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |