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 | $35,342 | $117,983-70.0% | $101,794-65.3% | $142,382-75.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.19% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,891 | $2,773+40.3% | $2,289+70.0% | $4,299-9.5% |
| Participant deferral / active EE | $6,941 | $4,714+47.3% | $4,084+70.0% | $6,507+6.7% |
| Admin fee / account holder | $97 | $10,433-99.1% | $8,777-98.9% | $12,624-99.2% |