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 | $69,089 | $185,822-62.8% | $169,993-59.4% | $139,434-50.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.55% | 60.50%-41.0pp | 53.37%-33.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $18,750 | $7,590+147.0% | $6,785+176.3% | $4,751+294.7% |
| Participant deferral / active EE | $22,500 | $11,622+93.6% | $10,408+116.2% | $6,710+235.3% |
| Admin fee / account holder | $25 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |