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 | $21,782 | $177,572-87.7% | $154,803-85.9% | $142,382-84.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 37.24% | 65.07%-27.8pp | 58.88%-21.6pp | 217.08%-179.8pp |
| Employer contribution / active EE | $4,319 | $4,810-10.2% | $4,305+0.3% | $4,299+0.5% |
| Participant deferral / active EE | $9,820 | $6,272+56.6% | $5,540+77.2% | $6,507+50.9% |
| Admin fee / account holder | $28 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |