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 | $42,569 | $154,228-72.4% | $145,433-70.7% | $137,256-69.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.45% | 74.59%-48.1pp | 66.58%-40.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $4,320 | $4,804-10.1% | $4,554-5.1% | $4,156+3.9% |
| Participant deferral / active EE | $5,760 | $8,216-29.9% | $7,897-27.1% | $6,407-10.1% |
| Admin fee / account holder | $155 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |