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 | $29,376 | $49,227-40.3% | $70,449-58.3% | $79,858-63.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 34.64% | 30.06%+4.6pp | 109.03%-74.4pp | 31.71%+2.9pp |
| Employer contribution / active EE | $9,738 | $2,099+364.0% | $2,737+255.8% | $2,471+294.1% |
| Participant deferral / active EE | $2,907 | $2,768+5.0% | $3,709-21.6% | $3,740-22.3% |
| Admin fee / account holder | $124 | $2,878-95.7% | $3,845-96.8% | $5,306-97.7% |