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 | $46,938 | $163,101-71.2% | $136,749-65.7% | $142,382-67.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.11% | 27.54%-7.4pp | 24.33%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,195 | $4,117+50.5% | $3,400+82.2% | $4,299+44.1% |
| Participant deferral / active EE | $11,412 | $5,585+104.3% | $4,692+143.2% | $6,507+75.4% |
| Admin fee / account holder | $19 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |