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 | $47,521 | $209,336-77.3% | $197,124-75.9% | $137,256-65.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.60% | 48.09%-25.5pp | 44.34%-21.7pp | 220.34%-197.7pp |
| Employer contribution / active EE | $11,407 | $6,591+73.1% | $6,227+83.2% | $4,156+174.5% |
| Participant deferral / active EE | $8,726 | $9,614-9.2% | $9,135-4.5% | $6,407+36.2% |
| Admin fee / account holder | $107 | $17,308-99.4% | $16,298-99.3% | $12,270-99.1% |