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 | $29,318 | $100,773-70.9% | $88,946-67.0% | $142,382-79.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 74.87% | 70.18%+4.7pp | 57.82%+17.1pp | 217.08%-142.2pp |
| Employer contribution / active EE | $13,619 | $2,918+366.8% | $2,555+433.1% | $4,299+216.8% |
| Participant deferral / active EE | $3,092 | $5,230-40.9% | $4,581-32.5% | $6,507-52.5% |
| Admin fee / account holder | $19 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |