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 6-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 | $35,077 | $127,065-72.4% | $113,168-69.0% | $142,382-75.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.28% | 24.03%-3.8pp | 24.27%-4.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,690 | $3,442-50.9% | $2,975-43.2% | $4,299-60.7% |
| Participant deferral / active EE | $12,982 | $5,716+127.1% | $5,107+154.2% | $6,507+99.5% |
| Admin fee / account holder | $124 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |