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 | $112,368 | $154,228-27.1% | $145,433-22.7% | $137,256-18.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.23% | 74.59%-53.4pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,289 | $4,804-10.7% | $4,554-5.8% | $4,156+3.2% |
| Participant deferral / active EE | $16,580 | $8,216+101.8% | $7,897+109.9% | $6,407+158.8% |
| Admin fee / account holder | $294 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |