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 | $76,873 | $201,272-61.8% | $184,203-58.3% | $145,922-47.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.11% | 29.00%-16.9pp | 28.81%-16.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $21,642 | $7,022+208.2% | $6,427+236.7% | $4,660+364.4% |
| Participant deferral / active EE | $12,130 | $9,806+23.7% | $9,131+32.8% | $6,688+81.4% |
| Admin fee / account holder | $16 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |