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 | $32,941 | $148,534-77.8% | $135,903-75.8% | $139,434-76.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.19% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $8,699 | $5,243+65.9% | $4,856+79.1% | $4,751+83.1% |
| Participant deferral / active EE | $2,834 | $8,100-65.0% | $7,758-63.5% | $6,710-57.8% |
| Admin fee / account holder | $117 | $12,400-99.1% | $10,762-98.9% | $11,403-99.0% |