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 | $161,352-38.2% | $134,172-25.6% | $137,256-27.3% |
| Participation rate | 77.8% | 78.3%-0.5pp | 72.5%+5.3pp | 80.0%-2.2pp |
| Annual return | 24.11% | 28.72%-4.6pp | 25.30%-1.2pp | 220.34%-196.2pp |
| Employer contribution / active EE | $2,853 | $4,099-30.4% | $3,420-16.6% | $4,156-31.3% |
| Participant deferral / active EE | $7,775 | $5,552+40.0% | $4,690+65.8% | $6,407+21.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |