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 | $43,660 | $127,065-65.6% | $113,168-61.4% | $142,382-69.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.79% | 24.03%+0.8pp | 24.27%+0.5pp | 217.08%-192.3pp |
| Employer contribution / active EE | $6,854 | $3,442+99.1% | $2,975+130.4% | $4,299+59.4% |
| Participant deferral / active EE | $7,997 | $5,716+39.9% | $5,107+56.6% | $6,507+22.9% |
| Admin fee / account holder | $9 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |