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 | $44,563 | $209,336-78.7% | $197,124-77.4% | $137,256-67.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.87% | 48.09%-32.2pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,438 | $6,591-63.0% | $6,227-60.9% | $4,156-41.3% |
| Participant deferral / active EE | $15,043 | $9,614+56.5% | $9,135+64.7% | $6,407+134.8% |
| Admin fee / account holder | $212 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |