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 | $243,589 | $127,065+91.7% | $113,168+115.2% | $142,382+71.1% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 14.39% | 24.03%-9.6pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,827 | $3,442-46.9% | $2,975-38.6% | $4,299-57.5% |
| Participant deferral / active EE | $3,012 | $5,716-47.3% | $5,107-41.0% | $6,507-53.7% |
| Admin fee / account holder | $15 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |