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 9-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 | $35,247 | $116,175-69.7% | $93,606-62.3% | $152,861-76.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 35.77% | 35.96%-0.2pp | 32.76%+3.0pp | 345.32%-309.6pp |
| Employer contribution / active EE | $2,597 | $3,218-19.3% | $2,718-4.4% | $4,762-45.5% |
| Participant deferral / active EE | $10,199 | $4,603+121.6% | $4,069+150.7% | $5,850+74.3% |
| Admin fee / account holder | $121 | $10,748-98.9% | $7,888-98.5% | $11,596-99.0% |