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 | $27,617 | $177,572-84.4% | $154,803-82.2% | $142,382-80.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.95% | 65.07%-33.1pp | 58.88%-26.9pp | 217.08%-185.1pp |
| Employer contribution / active EE | $4,051 | $4,810-15.8% | $4,305-5.9% | $4,299-5.8% |
| Participant deferral / active EE | $11,084 | $6,272+76.7% | $5,540+100.0% | $6,507+70.3% |
| Admin fee / account holder | $126 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |