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 | $38,041 | $178,174-78.6% | $156,181-75.6% | $137,256-72.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 31.52% | 84.19%-52.7pp | 64.87%-33.4pp | 220.34%-188.8pp |
| Employer contribution / active EE | $10,657 | $4,972+114.4% | $4,294+148.2% | $4,156+156.4% |
| Participant deferral / active EE | $11,467 | $6,888+66.5% | $6,132+87.0% | $6,407+79.0% |
| Admin fee / account holder | $137 | $17,404-99.2% | $14,586-99.1% | $12,270-98.9% |