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 | $41,293 | $179,726-77.0% | $156,263-73.6% | $142,382-71.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.23% | 77.86%-57.6pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,399 | $5,069-33.0% | $4,333-21.6% | $4,299-20.9% |
| Participant deferral / active EE | $8,615 | $6,956+23.8% | $6,158+39.9% | $6,507+32.4% |
| Admin fee / account holder | $51 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |