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 | $48,964 | $111,535-56.1% | $105,223-53.5% | $137,256-64.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.31% | 237.85%-214.5pp | 180.65%-157.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $4,114 | $3,939+4.4% | $3,689+11.5% | $4,156-1.0% |
| Participant deferral / active EE | $9,092 | $5,500+65.3% | $5,072+79.3% | $6,407+41.9% |
| Admin fee / account holder | $212 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |