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 4-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 | $28,173 | $179,726-84.3% | $156,263-82.0% | $142,382-80.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.79% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,016 | $5,069-40.5% | $4,333-30.4% | $4,299-29.8% |
| Participant deferral / active EE | $7,679 | $6,956+10.4% | $6,158+24.7% | $6,507+18.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |