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 | $61,873 | $163,101-62.1% | $136,749-54.8% | $142,382-56.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.98% | 27.54%-11.6pp | 24.33%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,342 | $4,117-18.8% | $3,400-1.7% | $4,299-22.3% |
| Participant deferral / active EE | $6,634 | $5,585+18.8% | $4,692+41.4% | $6,507+1.9% |
| Admin fee / account holder | $160 | $14,318-98.9% | $11,386-98.6% | $12,624-98.7% |