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 | $62,639 | $51,638+21.3% | $68,368-8.4% | $82,448-24.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 19.37% | 37.53%-18.2pp | 292.57%-273.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,393 | $2,047+16.9% | $2,649-9.7% | $2,551-6.2% |
| Participant deferral / active EE | $4,079 | $2,914+40.0% | $4,123-1.1% | $4,139-1.5% |
| Admin fee / account holder | $253 | $4,643-94.5% | $5,150-95.1% | $7,234-96.5% |