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 | $22,140 | $159,602-86.1% | $150,045-85.2% | $142,382-84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.31% | 70.24%-42.9pp | 62.55%-35.2pp | 217.08%-189.8pp |
| Employer contribution / active EE | $2,876 | $4,961-42.0% | $4,693-38.7% | $4,299-33.1% |
| Participant deferral / active EE | $5,534 | $8,310-33.4% | $7,997-30.8% | $6,507-15.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |