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 6-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 | $33,588 | $110,257-69.5% | $96,544-65.2% | $139,434-75.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 22.28% | 26.32%-4.0pp | 25.84%-3.6pp | 372.94%-350.7pp |
| Employer contribution / active EE | $3,980 | $3,620+10.0% | $2,965+34.2% | $4,751-16.2% |
| Participant deferral / active EE | $7,036 | $5,548+26.8% | $4,851+45.1% | $6,710+4.9% |
| Admin fee / account holder | $6 | $11,591-100.0% | $8,252-99.9% | $11,403-100.0% |