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 | $117,983-74.7% | $101,794-70.6% | $142,382-79.0% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 27.41% | 36.92%-9.5pp | 30.53%-3.1pp | 217.08%-189.7pp |
| Employer contribution / active EE | $4,150 | $2,773+49.7% | $2,289+81.3% | $4,299-3.5% |
| Participant deferral / active EE | $4,313 | $4,714-8.5% | $4,084+5.6% | $6,507-33.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |