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 | $28,776 | $74,888-61.6% | $71,209-59.6% | $142,382-79.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 21.62% | 345.14%-323.5pp | 282.51%-260.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,108 | $2,854-26.1% | $2,721-22.5% | $4,299-51.0% |
| Participant deferral / active EE | $3,696 | $4,454-17.0% | $4,175-11.5% | $6,507-43.2% |
| Admin fee / account holder | $1 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |