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 | $63,901 | $127,065-49.7% | $113,168-43.5% | $142,382-55.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.56% | 24.03%+3.5pp | 24.27%+3.3pp | 217.08%-189.5pp |
| Employer contribution / active EE | $3,949 | $3,442+14.7% | $2,975+32.7% | $4,299-8.1% |
| Participant deferral / active EE | $17,942 | $5,716+213.9% | $5,107+251.3% | $6,507+175.7% |
| Admin fee / account holder | $174 | $15,736-98.9% | $12,068-98.6% | $12,624-98.6% |