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 | $20,633 | $159,602-87.1% | $150,045-86.2% | $142,382-85.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 251.41% | 70.24%+181.2pp | 62.55%+188.9pp | 217.08%+34.3pp |
| Employer contribution / active EE | $4,233 | $4,961-14.7% | $4,693-9.8% | $4,299-1.5% |
| Participant deferral / active EE | $6,240 | $8,310-24.9% | $7,997-22.0% | $6,507-4.1% |
| Admin fee / account holder | $199 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |