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 | $33,594 | $179,726-81.3% | $156,263-78.5% | $142,382-76.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.82% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,864 | $5,069-23.8% | $4,333-10.8% | $4,299-10.1% |
| Participant deferral / active EE | $5,060 | $6,956-27.3% | $6,158-17.8% | $6,507-22.2% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |