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 5-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 | $36,100 | $71,050-49.2% | $93,606-61.4% | $80,856-55.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 27.79% | 11.26%+16.5pp | 133.20%-105.4pp | 35.59%-7.8pp |
| Employer contribution / active EE | $2,346 | $1,564+50.0% | $2,420-3.0% | $2,755-14.8% |
| Participant deferral / active EE | $9,243 | $4,034+129.2% | $4,411+109.5% | $4,296+115.2% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |