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 | $63,479 | $114,381-44.5% | $107,525-41.0% | $142,382-55.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 22.06% | 242.71%-220.6pp | 181.32%-159.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,730 | $4,015-7.1% | $3,754-0.6% | $4,299-13.2% |
| Participant deferral / active EE | $10,526 | $5,564+89.2% | $5,116+105.8% | $6,507+61.8% |
| Admin fee / account holder | $10 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |