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 | $54,199 | $214,378-74.7% | $200,582-73.0% | $142,382-61.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 34.19% | 46.41%-12.2pp | 42.33%-8.1pp | 217.08%-182.9pp |
| Employer contribution / active EE | $8,718 | $6,841+27.4% | $6,419+35.8% | $4,299+102.8% |
| Participant deferral / active EE | $16,951 | $9,865+71.8% | $9,331+81.7% | $6,507+160.5% |
| Admin fee / account holder | $74 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |