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 | $37,989 | $179,726-78.9% | $156,263-75.7% | $142,382-73.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 38.43% | 77.86%-39.4pp | 59.47%-21.0pp | 217.08%-178.7pp |
| Employer contribution / active EE | $6,699 | $5,069+32.1% | $4,333+54.6% | $4,299+55.8% |
| Participant deferral / active EE | $6,699 | $6,956-3.7% | $6,158+8.8% | $6,507+2.9% |
| Admin fee / account holder | $29 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |