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 | $48,433 | $177,572-72.7% | $154,803-68.7% | $142,382-66.0% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 19.00% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,988 | $4,810+24.5% | $4,305+39.1% | $4,299+39.3% |
| Participant deferral / active EE | $4,579 | $6,272-27.0% | $5,540-17.4% | $6,507-29.6% |
| Admin fee / account holder | $278 | $16,786-98.3% | $14,329-98.1% | $12,624-97.8% |