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 | $122,236 | $214,378-43.0% | $200,582-39.1% | $142,382-14.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.80% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,525 | $6,841-19.2% | $6,419-13.9% | $4,299+28.5% |
| Participant deferral / active EE | $8,691 | $9,865-11.9% | $9,331-6.9% | $6,507+33.6% |
| Admin fee / account holder | $33 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |