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 | $79,780 | $163,101-51.1% | $136,749-41.7% | $142,382-44.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 25.91% | 27.54%-1.6pp | 24.33%+1.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $4,464 | $4,117+8.4% | $3,400+31.3% | $4,299+3.8% |
| Participant deferral / active EE | $31,368 | $5,585+461.7% | $4,692+568.5% | $6,507+382.0% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |