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 4-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 | $25,417 | $202,432-87.4% | $169,368-85.0% | $139,434-81.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.19% | 531.74%-509.5pp | 405.60%-383.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,832 | $4,692-39.6% | $4,013-29.4% | $4,751-40.4% |
| Participant deferral / active EE | $3,237 | $6,938-53.3% | $6,221-48.0% | $6,710-51.8% |
| Admin fee / account holder | $182 | $10,708-98.3% | $9,003-98.0% | $11,403-98.4% |