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 | $40,721 | $159,602-74.5% | $150,045-72.9% | $142,382-71.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 19.49% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,133 | $4,961-36.8% | $4,693-33.2% | $4,299-27.1% |
| Participant deferral / active EE | $5,490 | $8,310-33.9% | $7,997-31.4% | $6,507-15.6% |
| Admin fee / account holder | $22 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |