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 | $32,114 | $114,381-71.9% | $107,525-70.1% | $142,382-77.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.02% | 242.71%-218.7pp | 181.32%-157.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $3,084 | $4,015-23.2% | $3,754-17.8% | $4,299-28.3% |
| Participant deferral / active EE | $13,560 | $5,564+143.7% | $5,116+165.1% | $6,507+108.4% |
| Admin fee / account holder | $237 | $9,860-97.6% | $8,919-97.3% | $12,624-98.1% |