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 | $45,198 | $85,006-46.8% | $76,190-40.7% | $145,922-69.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.62% | 13.11%+0.5pp | 13.78%-0.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,200 | $5,265-1.2% | $4,578+13.6% | $4,660+11.6% |
| Participant deferral / active EE | $7,905 | $6,392+23.7% | $5,474+44.4% | $6,688+18.2% |
| Admin fee / account holder | $0 | $5,760-100.0% | $5,123-100.0% | $13,397-100.0% |