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 | $46,988 | $177,572-73.5% | $154,803-69.6% | $142,382-67.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.13% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,506 | $4,810-68.7% | $4,305-65.0% | $4,299-65.0% |
| Participant deferral / active EE | $7,679 | $6,272+22.4% | $5,540+38.6% | $6,507+18.0% |
| Admin fee / account holder | $26 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |