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 | $64,292 | $95,266-32.5% | $82,389-22.0% | $142,382-54.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 29.23% | 25.74%+3.5pp | 28.67%+0.6pp | 217.08%-187.8pp |
| Employer contribution / active EE | $12,216 | $2,991+308.4% | $2,517+385.3% | $4,299+184.1% |
| Participant deferral / active EE | $23,508 | $4,809+388.8% | $4,155+465.8% | $6,507+261.3% |
| Admin fee / account holder | $189 | $8,563-97.8% | $7,231-97.4% | $12,624-98.5% |