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 | $45,842 | $179,726-74.5% | $156,263-70.7% | $142,382-67.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.07% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,523 | $5,069-50.2% | $4,333-41.8% | $4,299-41.3% |
| Participant deferral / active EE | $5,185 | $6,956-25.5% | $6,158-15.8% | $6,507-20.3% |
| Admin fee / account holder | $23 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |