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 | $36,298 | $111,535-67.5% | $105,223-65.5% | $137,256-73.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 36.85% | 237.85%-201.0pp | 180.65%-143.8pp | 220.34%-183.5pp |
| Employer contribution / active EE | $1,379 | $3,939-65.0% | $3,689-62.6% | $4,156-66.8% |
| Participant deferral / active EE | $7,299 | $5,500+32.7% | $5,072+43.9% | $6,407+13.9% |
| Admin fee / account holder | $118 | $9,721-98.8% | $8,859-98.7% | $12,270-99.0% |