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 | $100,773-56.8% | $88,946-51.1% | $142,382-69.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 18.36% | 70.18%-51.8pp | 57.82%-39.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,824 | $2,918-3.2% | $2,555+10.5% | $4,299-34.3% |
| Participant deferral / active EE | $8,450 | $5,230+61.6% | $4,581+84.4% | $6,507+29.9% |
| Admin fee / account holder | $8 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |