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 4-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 | $43,442 | $111,754-61.1% | $103,333-58.0% | $145,922-70.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 18.75% | 24.77%-6.0pp | 24.88%-6.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,562 | $4,212-15.4% | $3,868-7.9% | $4,660-23.5% |
| Participant deferral / active EE | $6,997 | $5,619+24.5% | $5,057+38.3% | $6,688+4.6% |
| Admin fee / account holder | $209 | $9,750-97.9% | $8,355-97.5% | $13,397-98.4% |