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 | $29,862 | $172,111-82.6% | $150,298-80.1% | $137,256-78.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.07% | 69.37%-43.3pp | 62.79%-36.7pp | 220.34%-194.3pp |
| Employer contribution / active EE | $3,190 | $4,636-31.2% | $4,154-23.2% | $4,156-23.2% |
| Participant deferral / active EE | $9,244 | $6,166+49.9% | $5,453+69.5% | $6,407+44.3% |
| Admin fee / account holder | $274 | $16,471-98.3% | $14,116-98.1% | $12,270-97.8% |