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 | $37,074 | $177,572-79.1% | $154,803-76.1% | $142,382-74.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.98% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,719 | $4,810-64.3% | $4,305-60.1% | $4,299-60.0% |
| Participant deferral / active EE | $6,398 | $6,272+2.0% | $5,540+15.5% | $6,507-1.7% |
| Admin fee / account holder | $28 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |