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 | $28,161 | $148,534-81.0% | $135,903-79.3% | $139,434-79.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 37.58% | 79.19%-41.6pp | 68.23%-30.7pp | 372.94%-335.4pp |
| Employer contribution / active EE | $3,576 | $5,243-31.8% | $4,856-26.4% | $4,751-24.7% |
| Participant deferral / active EE | $10,876 | $8,100+34.3% | $7,758+40.2% | $6,710+62.1% |
| Admin fee / account holder | $83 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |