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 | $22,982 | $172,111-86.6% | $150,298-84.7% | $137,256-83.3% |
| Participation rate | 70.6% | 81.7%-11.1pp | 77.8%-7.2pp | 80.0%-9.4pp |
| Annual return | 22.03% | 69.37%-47.3pp | 62.79%-40.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,276 | $6,166+34.2% | $5,453+51.8% | $6,407+29.2% |
| Admin fee / account holder | $16 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |