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 | $67,941 | $106,584-36.3% | $101,326-32.9% | $142,382-52.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.61% | 36.93%-13.3pp | 36.82%-13.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,448 | $3,956-12.8% | $3,665-5.9% | $4,299-19.8% |
| Participant deferral / active EE | $9,447 | $8,297+13.9% | $7,994+18.2% | $6,507+45.2% |
| Admin fee / account holder | $10 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |