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 | $61,437 | $127,065-51.6% | $113,168-45.7% | $142,382-56.9% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 18.04% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,060 | $3,442+18.0% | $2,975+36.5% | $4,299-5.6% |
| Participant deferral / active EE | $10,091 | $5,716+76.5% | $5,107+97.6% | $6,507+55.1% |
| Admin fee / account holder | $164 | $15,736-99.0% | $12,068-98.6% | $12,624-98.7% |