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 | $47,355 | $209,336-77.4% | $197,124-76.0% | $137,256-65.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.99% | 48.09%-23.1pp | 44.34%-19.4pp | 220.34%-195.3pp |
| Employer contribution / active EE | $6,141 | $6,591-6.8% | $6,227-1.4% | $4,156+47.8% |
| Participant deferral / active EE | $11,767 | $9,614+22.4% | $9,135+28.8% | $6,407+83.7% |
| Admin fee / account holder | $98 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |