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 | $32,195 | $159,602-79.8% | $150,045-78.5% | $142,382-77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.39% | 70.24%-44.8pp | 62.55%-37.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $4,389 | $4,961-11.5% | $4,693-6.5% | $4,299+2.1% |
| Participant deferral / active EE | $5,880 | $8,310-29.2% | $7,997-26.5% | $6,507-9.6% |
| Admin fee / account holder | $224 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |