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 | $52,009 | $177,572-70.7% | $154,803-66.4% | $142,382-63.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.14% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,047 | $4,810-78.2% | $4,305-75.7% | $4,299-75.6% |
| Participant deferral / active EE | $9,323 | $6,272+48.7% | $5,540+68.3% | $6,507+43.3% |
| Admin fee / account holder | $108 | $16,786-99.4% | $14,329-99.2% | $12,624-99.1% |