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 | $25,832 | $159,901-83.8% | $146,958-82.4% | $145,922-82.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 29.19% | 98.13%-68.9pp | 418.34%-389.1pp | 561.29%-532.1pp |
| Employer contribution / active EE | $2,120 | $5,286-59.9% | $4,933-57.0% | $4,660-54.5% |
| Participant deferral / active EE | $9,410 | $8,428+11.6% | $8,070+16.6% | $6,688+40.7% |
| Admin fee / account holder | $114 | $15,044-99.2% | $12,998-99.1% | $13,397-99.2% |