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 | $41,666 | $148,534-71.9% | $135,903-69.3% | $139,434-70.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.22% | 79.19%-52.0pp | 68.23%-41.0pp | 372.94%-345.7pp |
| Employer contribution / active EE | $6,705 | $5,243+27.9% | $4,856+38.1% | $4,751+41.1% |
| Participant deferral / active EE | $12,900 | $8,100+59.3% | $7,758+66.3% | $6,710+92.2% |
| Admin fee / account holder | $123 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |