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 | $38,948 | $201,259-80.6% | $184,200-78.9% | $145,959-73.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.73% | 28.98%-1.3pp | 28.80%-1.1pp | 561.95%-534.2pp |
| Employer contribution / active EE | $3,404 | $7,018-51.5% | $6,424-47.0% | $4,661-27.0% |
| Participant deferral / active EE | $11,582 | $9,806+18.1% | $9,132+26.8% | $6,689+73.2% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |