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 | $214,378-77.8% | $200,582-76.3% | $142,382-66.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.60% | 46.41%-23.8pp | 42.33%-19.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $11,407 | $6,841+66.7% | $6,419+77.7% | $4,299+165.3% |
| Participant deferral / active EE | $8,726 | $9,865-11.5% | $9,331-6.5% | $6,507+34.1% |
| Admin fee / account holder | $107 | $17,692-99.4% | $16,305-99.3% | $12,624-99.2% |