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 | $40,837 | $94,625-56.8% | $116,228-64.9% | $84,808-51.8% |
| Participation rate | 88.0% | 70.4%+17.6pp | 74.6%+13.4pp | 68.3%+19.7pp |
| Annual return | 19.06% | 20.40%-1.3pp | 90.06%-71.0pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,663 | $2,347+56.1% | $2,994+22.3% | $2,631+39.2% |
| Participant deferral / active EE | $9,060 | $3,972+128.1% | $4,953+82.9% | $4,212+115.1% |
| Admin fee / account holder | $202 | $10,091-98.0% | $11,989-98.3% | $7,344-97.2% |