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 | $26,466 | $114,381-76.9% | $107,525-75.4% | $142,382-81.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 38.80% | 242.71%-203.9pp | 181.32%-142.5pp | 217.08%-178.3pp |
| Employer contribution / active EE | $4,248 | $4,015+5.8% | $3,754+13.2% | $4,299-1.2% |
| Participant deferral / active EE | $10,808 | $5,564+94.2% | $5,116+111.3% | $6,507+66.1% |
| Admin fee / account holder | $32 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |