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 | $86,505 | $159,602-45.8% | $150,045-42.3% | $142,382-39.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.31% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,591 | $4,961-67.9% | $4,693-66.1% | $4,299-63.0% |
| Participant deferral / active EE | $13,533 | $8,310+62.9% | $7,997+69.2% | $6,507+108.0% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |