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 | $25,430 | $99,341-74.4% | $84,750-70.0% | $273,961-90.7% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 86.79% | 22.93%+63.9pp | 22.78%+64.0pp | 41.45%+45.3pp |
| Employer contribution / active EE | $9,239 | $4,214+119.3% | $3,574+158.5% | $4,869+89.8% |
| Participant deferral / active EE | $7,799 | $4,269+82.7% | $3,712+110.1% | $5,287+47.5% |
| Admin fee / account holder | $7 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |