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 | $37,152 | $201,272-81.5% | $184,203-79.8% | $145,922-74.5% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 24.07% | 29.00%-4.9pp | 28.81%-4.7pp | 561.29%-537.2pp |
| Employer contribution / active EE | $2,136 | $7,022-69.6% | $6,427-66.8% | $4,660-54.2% |
| Participant deferral / active EE | $10,553 | $9,806+7.6% | $9,131+15.6% | $6,688+57.8% |
| Admin fee / account holder | $207 | $16,364-98.7% | $13,901-98.5% | $13,397-98.5% |