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 | $38,361 | $86,929-55.9% | $102,423-62.5% | $80,856-52.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 18.57% | 18.88%-0.3pp | 29.32%-10.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,505 | $2,369+47.9% | $3,023+15.9% | $2,755+27.2% |
| Participant deferral / active EE | $4,972 | $4,118+20.7% | $5,053-1.6% | $4,296+15.7% |
| Admin fee / account holder | $196 | $8,049-97.6% | $9,451-97.9% | $6,918-97.2% |