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 6-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 | $47,297 | $177,572-73.4% | $154,803-69.4% | $142,382-66.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.13% | 65.07%-39.9pp | 58.88%-33.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $3,104 | $4,810-35.5% | $4,305-27.9% | $4,299-27.8% |
| Participant deferral / active EE | $6,118 | $6,272-2.5% | $5,540+10.4% | $6,507-6.0% |
| Admin fee / account holder | $233 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |