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 | $14,631 | $177,572-91.8% | $154,803-90.5% | $142,382-89.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.88% | 65.07%-36.2pp | 58.88%-30.0pp | 217.08%-188.2pp |
| Employer contribution / active EE | $2,195 | $4,810-54.4% | $4,305-49.0% | $4,299-48.9% |
| Participant deferral / active EE | $6,972 | $6,272+11.2% | $5,540+25.8% | $6,507+7.1% |
| Admin fee / account holder | $31 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |