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 | $57,319 | $110,257-48.0% | $96,544-40.6% | $139,434-58.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.32% | 26.32%-3.0pp | 25.84%-2.5pp | 372.94%-349.6pp |
| Employer contribution / active EE | $10,775 | $3,620+197.7% | $2,965+263.4% | $4,751+126.8% |
| Participant deferral / active EE | $18,958 | $5,548+241.7% | $4,851+290.8% | $6,710+182.5% |
| Admin fee / account holder | $185 | $11,591-98.4% | $8,252-97.8% | $11,403-98.4% |