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 6-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 | $33,008 | $209,336-84.2% | $197,124-83.3% | $137,256-76.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.60% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,091 | $6,591-68.3% | $6,227-66.4% | $4,156-49.7% |
| Participant deferral / active EE | $3,464 | $9,614-64.0% | $9,135-62.1% | $6,407-45.9% |
| Admin fee / account holder | $193 | $17,308-98.9% | $16,298-98.8% | $12,270-98.4% |