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 | $39,578 | $148,534-73.4% | $135,903-70.9% | $139,434-71.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.71% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $14,285 | $5,243+172.5% | $4,856+194.2% | $4,751+200.7% |
| Participant deferral / active EE | $3,375 | $8,100-58.3% | $7,758-56.5% | $6,710-49.7% |
| Admin fee / account holder | $186 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |