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 | $88,371 | $114,381-22.7% | $107,525-17.8% | $142,382-37.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 18.96% | 242.71%-223.7pp | 181.32%-162.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,271 | $4,015-18.5% | $3,754-12.9% | $4,299-23.9% |
| Participant deferral / active EE | $13,200 | $5,564+137.2% | $5,116+158.0% | $6,507+102.9% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |