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 | $46,776 | $100,970-53.7% | $96,576-51.6% | $137,256-65.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 30.25% | 38.16%-7.9pp | 38.47%-8.2pp | 220.34%-190.1pp |
| Employer contribution / active EE | $4,810 | $3,809+26.3% | $3,553+35.4% | $4,156+15.7% |
| Participant deferral / active EE | $16,362 | $8,286+97.5% | $7,956+105.6% | $6,407+155.4% |
| Admin fee / account holder | $289 | $11,312-97.4% | $11,381-97.5% | $12,270-97.6% |