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 | $108,924 | $159,602-31.8% | $150,045-27.4% | $142,382-23.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.55% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,745 | $4,961-24.5% | $4,693-20.2% | $4,299-12.9% |
| Participant deferral / active EE | $3,800 | $8,310-54.3% | $7,997-52.5% | $6,507-41.6% |
| Admin fee / account holder | $233 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |