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 | $41,140 | $159,602-74.2% | $150,045-72.6% | $142,382-71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.05% | 70.24%-43.2pp | 62.55%-35.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $4,246 | $4,961-14.4% | $4,693-9.5% | $4,299-1.2% |
| Participant deferral / active EE | $23,500 | $8,310+182.8% | $7,997+193.9% | $6,507+261.1% |
| Admin fee / account holder | $194 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |