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 | $63,650 | $100,970-37.0% | $96,576-34.1% | $137,256-53.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 24.38% | 38.16%-13.8pp | 38.47%-14.1pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,750 | $3,809-54.1% | $3,553-50.8% | $4,156-57.9% |
| Participant deferral / active EE | $15,689 | $8,286+89.3% | $7,956+97.2% | $6,407+144.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |