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 | $29,607 | $117,983-74.9% | $101,794-70.9% | $142,382-79.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.63% | 36.92%-14.3pp | 30.53%-7.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,114 | $2,773+12.3% | $2,289+36.0% | $4,299-27.6% |
| Participant deferral / active EE | $8,050 | $4,714+70.8% | $4,084+97.1% | $6,507+23.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |