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 | $24,512 | $148,534-83.5% | $135,903-82.0% | $139,434-82.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 42.16% | 79.19%-37.0pp | 68.23%-26.1pp | 372.94%-330.8pp |
| Employer contribution / active EE | $5,554 | $5,243+5.9% | $4,856+14.4% | $4,751+16.9% |
| Participant deferral / active EE | $13,909 | $8,100+71.7% | $7,758+79.3% | $6,710+107.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |