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 | $99,773 | $163,101-38.8% | $136,749-27.0% | $142,382-29.9% |
| Participation rate | 77.8% | 78.2%-0.4pp | 72.1%+5.6pp | 80.1%-2.3pp |
| Annual return | 24.11% | 27.54%-3.4pp | 24.33%-0.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,853 | $4,117-30.7% | $3,400-16.1% | $4,299-33.6% |
| Participant deferral / active EE | $7,775 | $5,585+39.2% | $4,692+65.7% | $6,507+19.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |