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 | $29,891 | $112,729-73.5% | $98,716-69.7% | $137,256-78.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 27.41% | 38.48%-11.1pp | 31.81%-4.4pp | 220.34%-192.9pp |
| Employer contribution / active EE | $4,150 | $2,725+52.3% | $2,279+82.1% | $4,156-0.1% |
| Participant deferral / active EE | $4,313 | $4,640-7.0% | $4,048+6.6% | $6,407-32.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |