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 | $214,378-84.6% | $200,582-83.5% | $142,382-76.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.60% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,091 | $6,841-69.4% | $6,419-67.4% | $4,299-51.4% |
| Participant deferral / active EE | $3,464 | $9,865-64.9% | $9,331-62.9% | $6,507-46.8% |
| Admin fee / account holder | $193 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |