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 | $37,177 | $172,111-78.4% | $150,298-75.3% | $137,256-72.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.81% | 69.37%-45.6pp | 62.79%-39.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,453 | $4,636-68.7% | $4,154-65.0% | $4,156-65.0% |
| Participant deferral / active EE | $10,432 | $6,166+69.2% | $5,453+91.3% | $6,407+62.8% |
| Admin fee / account holder | $231 | $16,471-98.6% | $14,116-98.4% | $12,270-98.1% |