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 | $41,495 | $114,381-63.7% | $107,525-61.4% | $142,382-70.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.53% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $6,574 | $4,015+63.7% | $3,754+75.1% | $4,299+52.9% |
| Participant deferral / active EE | $7,480 | $5,564+34.4% | $5,116+46.2% | $6,507+14.9% |
| Admin fee / account holder | $202 | $9,860-98.0% | $8,919-97.7% | $12,624-98.4% |