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 5-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 | $44,504 | $177,572-74.9% | $154,803-71.3% | $142,382-68.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 36.72% | 65.07%-28.4pp | 58.88%-22.2pp | 217.08%-180.4pp |
| Employer contribution / active EE | $2,229 | $4,810-53.7% | $4,305-48.2% | $4,299-48.1% |
| Participant deferral / active EE | $10,395 | $6,272+65.7% | $5,540+87.6% | $6,507+59.7% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |