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 | $38,326 | $104,974-63.5% | $95,585-59.9% | $142,382-73.1% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 21.13% | 210.33%-189.2pp | 38.56%-17.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,750 | $2,779-1.0% | $2,527+8.9% | $4,299-36.0% |
| Participant deferral / active EE | $4,560 | $4,352+4.8% | $4,023+13.4% | $6,507-29.9% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |