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 | $30,780 | $106,584-71.1% | $101,326-69.6% | $142,382-78.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 36.92% | 36.93%0pp | 36.82%+0.1pp | 217.08%-180.2pp |
| Employer contribution / active EE | $3,128 | $3,956-20.9% | $3,665-14.7% | $4,299-27.2% |
| Participant deferral / active EE | $14,080 | $8,297+69.7% | $7,994+76.1% | $6,507+116.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |