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 | $42,442 | $127,065-66.6% | $113,168-62.5% | $142,382-70.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.10% | 24.03%+2.1pp | 24.27%+1.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $4,774 | $3,442+38.7% | $2,975+60.5% | $4,299+11.1% |
| Participant deferral / active EE | $11,041 | $5,716+93.1% | $5,107+116.2% | $6,507+69.7% |
| Admin fee / account holder | $10 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |