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 | $61,167 | $177,572-65.6% | $154,803-60.5% | $142,382-57.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.18% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,737 | $4,810-22.3% | $4,305-13.2% | $4,299-13.1% |
| Participant deferral / active EE | $5,799 | $6,272-7.5% | $5,540+4.7% | $6,507-10.9% |
| Admin fee / account holder | $279 | $16,786-98.3% | $14,329-98.1% | $12,624-97.8% |