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 | $37,182 | $109,881-66.2% | $150,045-75.2% | $84,808-56.2% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 24.79% | 28.25%-3.5pp | 62.55%-37.8pp | 40.90%-16.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,822 | $6,636+93.2% | $7,997+60.3% | $4,212+204.5% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |