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 | $31,756 | $159,602-80.1% | $150,045-78.8% | $142,382-77.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 30.08% | 70.24%-40.2pp | 62.55%-32.5pp | 217.08%-187.0pp |
| Employer contribution / active EE | $5,885 | $4,961+18.6% | $4,693+25.4% | $4,299+36.9% |
| Participant deferral / active EE | $7,814 | $8,310-6.0% | $7,997-2.3% | $6,507+20.1% |
| Admin fee / account holder | $100 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |