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 | $29,117 | $101,618-71.3% | $93,063-68.7% | $137,256-78.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.87% | 223.95%-205.1pp | 34.15%-15.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,849 | $2,707-31.7% | $2,476-25.3% | $4,156-55.5% |
| Participant deferral / active EE | $4,797 | $4,279+12.1% | $3,958+21.2% | $6,407-25.1% |
| Admin fee / account holder | $152 | $6,198-97.5% | $6,033-97.5% | $12,270-98.8% |