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 | $49,053 | $100,970-51.4% | $96,576-49.2% | $137,256-64.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 35.50% | 38.16%-2.7pp | 38.47%-3.0pp | 220.34%-184.8pp |
| Employer contribution / active EE | $13,157 | $3,809+245.4% | $3,553+270.3% | $4,156+216.6% |
| Participant deferral / active EE | $19,340 | $8,286+133.4% | $7,956+143.1% | $6,407+201.9% |
| Admin fee / account holder | $66 | $11,312-99.4% | $11,381-99.4% | $12,270-99.5% |