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 | $42,126 | $159,602-73.6% | $150,045-71.9% | $142,382-70.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.19% | 70.24%-45.0pp | 62.55%-37.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,349 | $4,961-52.6% | $4,693-49.9% | $4,299-45.4% |
| Participant deferral / active EE | $6,433 | $8,310-22.6% | $7,997-19.6% | $6,507-1.1% |
| Admin fee / account holder | $79 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |