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 | $29,840 | $154,228-80.7% | $145,433-79.5% | $137,256-78.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.47% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $2,860 | $4,804-40.5% | $4,554-37.2% | $4,156-31.2% |
| Participant deferral / active EE | $6,899 | $8,216-16.0% | $7,897-12.6% | $6,407+7.7% |
| Admin fee / account holder | $187 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |