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 | $32,189 | $111,535-71.1% | $105,223-69.4% | $137,256-76.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.75% | 237.85%-214.1pp | 180.65%-156.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $3,756 | $3,939-4.7% | $3,689+1.8% | $4,156-9.6% |
| Participant deferral / active EE | $9,071 | $5,500+64.9% | $5,072+78.9% | $6,407+41.6% |
| Admin fee / account holder | $117 | $9,721-98.8% | $8,859-98.7% | $12,270-99.0% |