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 | $36,406 | $109,881-66.9% | $150,045-75.7% | $84,808-57.1% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 43.38% | 28.25%+15.1pp | 62.55%-19.2pp | 40.90%+2.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $15,776 | $6,636+137.7% | $7,997+97.3% | $4,212+274.6% |
| Admin fee / account holder | $298 | $8,568-96.5% | $13,435-97.8% | $7,344-95.9% |