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 5-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 | $34,138 | $185,822-81.6% | $169,993-79.9% | $139,434-75.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.17% | 60.50%-37.3pp | 53.37%-30.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $7,359 | $7,590-3.0% | $6,785+8.5% | $4,751+54.9% |
| Participant deferral / active EE | $27,028 | $11,622+132.6% | $10,408+159.7% | $6,710+302.8% |
| Admin fee / account holder | $77 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |