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 | $112,333 | $124,425-9.7% | $112,040+0.3% | $137,256-18.2% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.5%+17.3pp | 80.0%+13.8pp |
| Annual return | 12.57% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,660 | $3,411+7.3% | $2,954+23.9% | $4,156-11.9% |
| Participant deferral / active EE | $10,047 | $5,718+75.7% | $5,098+97.1% | $6,407+56.8% |
| Admin fee / account holder | $110 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |