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 7-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 | $124,766 | $127,065-1.8% | $113,168+10.2% | $142,382-12.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 21.51% | 24.03%-2.5pp | 24.27%-2.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,285 | $3,442+24.5% | $2,975+44.0% | $4,299-0.3% |
| Participant deferral / active EE | $12,285 | $5,716+114.9% | $5,107+140.6% | $6,507+88.8% |
| Admin fee / account holder | $73 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |