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 | $154,228-86.6% | $145,433-85.8% | $137,256-85.0% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 251.41% | 74.59%+176.8pp | 66.58%+184.8pp | 220.34%+31.1pp |
| Employer contribution / active EE | $4,233 | $4,804-11.9% | $4,554-7.1% | $4,156+1.8% |
| Participant deferral / active EE | $6,240 | $8,216-24.1% | $7,897-21.0% | $6,407-2.6% |
| Admin fee / account holder | $199 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |