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 | $33,484 | $227,553-85.3% | $189,557-82.3% | $167,490-80.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.88% | 78.40%-61.5pp | 64.17%-47.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $3,137 | $5,316-41.0% | $4,412-28.9% | $4,837-35.1% |
| Participant deferral / active EE | $6,182 | $7,002-11.7% | $6,174+0.1% | $6,341-2.5% |
| Admin fee / account holder | $14 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |