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 | $30,814 | $127,065-75.7% | $113,168-72.8% | $142,382-78.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.28% | 24.03%+3.3pp | 24.27%+3.0pp | 217.08%-189.8pp |
| Employer contribution / active EE | $6,472 | $3,442+88.0% | $2,975+117.5% | $4,299+50.6% |
| Participant deferral / active EE | $8,955 | $5,716+56.7% | $5,107+75.4% | $6,507+37.6% |
| Admin fee / account holder | $50 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |