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 4-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 | $35,917 | $163,101-78.0% | $136,749-73.7% | $142,382-74.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.28% | 27.54%-1.3pp | 24.33%+2.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $11,519 | $4,117+179.8% | $3,400+238.8% | $4,299+167.9% |
| Participant deferral / active EE | $5,678 | $5,585+1.7% | $4,692+21.0% | $6,507-12.7% |
| Admin fee / account holder | $21 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |