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 | $44,341 | $209,336-78.8% | $197,124-77.5% | $137,256-67.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 28.19% | 48.09%-19.9pp | 44.34%-16.2pp | 220.34%-192.2pp |
| Employer contribution / active EE | $4,279 | $6,591-35.1% | $6,227-31.3% | $4,156+3.0% |
| Participant deferral / active EE | $8,136 | $9,614-15.4% | $9,135-10.9% | $6,407+27.0% |
| Admin fee / account holder | $40 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |