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 | $52,162 | $177,572-70.6% | $154,803-66.3% | $142,382-63.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.53% | 65.07%-34.5pp | 58.88%-28.4pp | 217.08%-186.5pp |
| Employer contribution / active EE | $9,917 | $4,810+106.2% | $4,305+130.3% | $4,299+130.7% |
| Participant deferral / active EE | $8,086 | $6,272+28.9% | $5,540+45.9% | $6,507+24.3% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |