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 | $68,331 | $127,065-46.2% | $113,168-39.6% | $142,382-52.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.54% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $20,182 | $3,442+486.3% | $2,975+578.4% | $4,299+369.5% |
| Participant deferral / active EE | $9,101 | $5,716+59.2% | $5,107+78.2% | $6,507+39.9% |
| Admin fee / account holder | $259 | $15,736-98.4% | $12,068-97.9% | $12,624-97.9% |