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 | $52,185 | $111,535-53.2% | $105,223-50.4% | $137,256-62.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 19.11% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,227 | $3,939+7.3% | $3,689+14.6% | $4,156+1.7% |
| Participant deferral / active EE | $11,499 | $5,500+109.1% | $5,072+126.7% | $6,407+79.5% |
| Admin fee / account holder | $273 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |