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 | $47,146 | $106,584-55.8% | $101,326-53.5% | $142,382-66.9% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 23.80% | 36.93%-13.1pp | 36.82%-13.0pp | 217.08%-193.3pp |
| Employer contribution / active EE | $3,997 | $3,956+1.0% | $3,665+9.1% | $4,299-7.0% |
| Participant deferral / active EE | $14,916 | $8,297+79.8% | $7,994+86.6% | $6,507+129.2% |
| Admin fee / account holder | $240 | $11,446-97.9% | $11,185-97.9% | $12,624-98.1% |