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 | $40,384 | $117,983-65.8% | $101,794-60.3% | $142,382-71.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 26.74% | 36.92%-10.2pp | 30.53%-3.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,385 | $2,773-50.0% | $2,289-39.5% | $4,299-67.8% |
| Participant deferral / active EE | $9,899 | $4,714+110.0% | $4,084+142.4% | $6,507+52.1% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |