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 5-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 | $60,424 | $114,047-47.0% | $96,139-37.1% | $167,490-63.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 43.82% | 189.88%-146.1pp | 191.94%-148.1pp | 478.56%-434.7pp |
| Employer contribution / active EE | $4,400 | $3,427+28.4% | $2,797+57.3% | $4,837-9.0% |
| Participant deferral / active EE | $30,580 | $5,194+488.8% | $4,349+603.2% | $6,341+382.2% |
| Admin fee / account holder | $184 | $6,897-97.3% | $5,537-96.7% | $12,309-98.5% |