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 | $35,983 | $158,398-77.3% | $126,539-71.6% | $142,382-74.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 27.39% | 593.76%-566.4pp | 425.95%-398.6pp | 217.08%-189.7pp |
| Employer contribution / active EE | $7,208 | $4,650+55.0% | $3,674+96.2% | $4,299+67.7% |
| Participant deferral / active EE | $6,012 | $4,767+26.1% | $4,083+47.3% | $6,507-7.6% |
| Admin fee / account holder | $275 | $6,918-96.0% | $6,065-95.5% | $12,624-97.8% |