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 | $35,381 | $238,490-85.2% | $180,183-80.4% | $142,382-75.2% |
| Participation rate | 83.3% | 82.3%+1.1pp | 77.4%+5.9pp | 80.1%+3.2pp |
| Annual return | 22.81% | 33.56%-10.8pp | 27.86%-5.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $4,715 | $6,143-23.2% | $5,039-6.4% | $4,299+9.7% |
| Participant deferral / active EE | $8,090 | $7,996+1.2% | $6,822+18.6% | $6,507+24.3% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |