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 | $27,557 | $214,378-87.1% | $200,582-86.3% | $142,382-80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.30% | 46.41%-18.1pp | 42.33%-14.0pp | 217.08%-188.8pp |
| Employer contribution / active EE | $2,115 | $6,841-69.1% | $6,419-67.1% | $4,299-50.8% |
| Participant deferral / active EE | $6,357 | $9,865-35.6% | $9,331-31.9% | $6,507-2.3% |
| Admin fee / account holder | $50 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |