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 | $33,056 | $127,264-74.0% | $109,895-69.9% | $167,490-80.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.30% | 22.97%-3.7pp | 29.45%-10.2pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,712 | $3,322-18.4% | $2,842-4.6% | $4,837-43.9% |
| Participant deferral / active EE | $8,138 | $4,514+80.3% | $4,048+101.0% | $6,341+28.3% |
| Admin fee / account holder | $60 | $7,114-99.2% | $6,066-99.0% | $12,309-99.5% |