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 | $54,643 | $111,535-51.0% | $105,223-48.1% | $137,256-60.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.02% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,046 | $3,939-22.7% | $3,689-17.4% | $4,156-26.7% |
| Participant deferral / active EE | $5,077 | $5,500-7.7% | $5,072+0.1% | $6,407-20.8% |
| Admin fee / account holder | $208 | $9,721-97.9% | $8,859-97.7% | $12,270-98.3% |