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 | $39,406 | $51,576-23.6% | $129,207-69.5% | $80,856-51.3% |
| Participation rate | 83.9% | 57.0%+26.9pp | 69.6%+14.3pp | 67.6%+16.2pp |
| Annual return | 15.12% | 20.81%-5.7pp | 9417.33%-9402.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,429 | $1,584+53.3% | $4,153-41.5% | $2,755-11.8% |
| Participant deferral / active EE | $5,604 | $2,669+110.0% | $4,168+34.5% | $4,296+30.5% |
| Admin fee / account holder | $199 | $4,305-95.4% | $7,715-97.4% | $6,918-97.1% |