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 | $31,626 | $177,572-82.2% | $154,803-79.6% | $142,382-77.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.81% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,216 | $4,810-12.4% | $4,305-2.1% | $4,299-1.9% |
| Participant deferral / active EE | $4,923 | $6,272-21.5% | $5,540-11.1% | $6,507-24.3% |
| Admin fee / account holder | $9 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |