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 | $28,099 | $209,336-86.6% | $197,124-85.7% | $137,256-79.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.13% | 48.09%-27.0pp | 44.34%-23.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,159 | $6,591-67.2% | $6,227-65.3% | $4,156-48.1% |
| Participant deferral / active EE | $9,893 | $9,614+2.9% | $9,135+8.3% | $6,407+54.4% |
| Admin fee / account holder | $27 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |