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 | $40,088 | $159,602-74.9% | $150,045-73.3% | $142,382-71.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.46% | 70.24%-45.8pp | 62.55%-38.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $4,262 | $4,961-14.1% | $4,693-9.2% | $4,299-0.9% |
| Participant deferral / active EE | $6,654 | $8,310-19.9% | $7,997-16.8% | $6,507+2.2% |
| Admin fee / account holder | $110 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |