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 | $32,870 | $127,065-74.1% | $113,168-71.0% | $142,382-76.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 28.05% | 24.03%+4.0pp | 24.27%+3.8pp | 217.08%-189.0pp |
| Employer contribution / active EE | $5,205 | $3,442+51.2% | $2,975+74.9% | $4,299+21.1% |
| Participant deferral / active EE | $8,087 | $5,716+41.5% | $5,107+58.3% | $6,507+24.3% |
| Admin fee / account holder | $99 | $15,736-99.4% | $12,068-99.2% | $12,624-99.2% |