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 | $114,381-54.4% | $107,525-51.5% | $142,382-63.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 19.11% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,227 | $4,015+5.3% | $3,754+12.6% | $4,299-1.7% |
| Participant deferral / active EE | $11,499 | $5,564+106.7% | $5,116+124.8% | $6,507+76.7% |
| Admin fee / account holder | $273 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |