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 | $43,395 | $106,584-59.3% | $101,326-57.2% | $142,382-69.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.87% | 36.93%-14.1pp | 36.82%-13.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $4,408 | $3,956+11.4% | $3,665+20.3% | $4,299+2.5% |
| Participant deferral / active EE | $6,312 | $8,297-23.9% | $7,994-21.0% | $6,507-3.0% |
| Admin fee / account holder | $253 | $11,446-97.8% | $11,185-97.7% | $12,624-98.0% |