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 | $33,343 | $81,446-59.1% | $103,374-67.7% | $80,874-58.8% |
| Participation rate | 75.0% | 66.9%+8.1pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 13.88% | 25.57%-11.7pp | 24.89%-11.0pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,681 | $3,107-13.7% | $3,869-30.7% | $2,756-2.7% |
| Participant deferral / active EE | $4,573 | $3,870+18.2% | $5,058-9.6% | $4,297+6.4% |
| Admin fee / account holder | $256 | $6,715-96.2% | $8,394-96.9% | $6,935-96.3% |