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 | $21,460 | $177,572-87.9% | $154,803-86.1% | $142,382-84.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 40.91% | 65.07%-24.2pp | 58.88%-18.0pp | 217.08%-176.2pp |
| Employer contribution / active EE | $3,390 | $4,810-29.5% | $4,305-21.3% | $4,299-21.2% |
| Participant deferral / active EE | $9,337 | $6,272+48.9% | $5,540+68.5% | $6,507+43.5% |
| Admin fee / account holder | $50 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |