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 | $65,825 | $177,572-62.9% | $154,803-57.5% | $142,382-53.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.94% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,200 | $4,810+8.1% | $4,305+20.8% | $4,299+21.0% |
| Participant deferral / active EE | $13,000 | $6,272+107.3% | $5,540+134.6% | $6,507+99.8% |
| Admin fee / account holder | $160 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |