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 8-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 | $33,707 | $180,028-81.3% | $138,135-75.6% | $158,922-78.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 31.11% | 21.68%+9.4pp | 20.51%+10.6pp | 302.83%-271.7pp |
| Employer contribution / active EE | $9,730 | $7,470+30.3% | $5,587+74.2% | $4,761+104.4% |
| Participant deferral / active EE | $12,299 | $7,717+59.4% | $6,431+91.2% | $5,982+105.6% |
| Admin fee / account holder | $81 | $17,912-99.5% | $11,856-99.3% | $11,246-99.3% |