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 | $43,516 | $97,125-55.2% | $86,233-49.5% | $137,256-68.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 18.36% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,824 | $2,841-0.6% | $2,504+12.7% | $4,156-32.1% |
| Participant deferral / active EE | $8,450 | $5,180+63.1% | $4,559+85.3% | $6,407+31.9% |
| Admin fee / account holder | $8 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |