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 | $46,695 | $154,228-69.7% | $145,433-67.9% | $137,256-66.0% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 18.56% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,400 | $4,804-70.9% | $4,554-69.3% | $4,156-66.3% |
| Participant deferral / active EE | $8,069 | $8,216-1.8% | $7,897+2.2% | $6,407+25.9% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |