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 | $42,686 | $112,729-62.1% | $98,716-56.8% | $137,256-68.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.38% | 38.48%-17.1pp | 31.81%-10.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,424 | $2,725-11.0% | $2,279+6.4% | $4,156-41.7% |
| Participant deferral / active EE | $8,592 | $4,640+85.2% | $4,048+112.3% | $6,407+34.1% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |