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 | $62,416 | $201,272-69.0% | $184,203-66.1% | $145,922-57.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.76% | 29.00%-11.2pp | 28.81%-11.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $17,931 | $7,022+155.4% | $6,427+179.0% | $4,660+284.8% |
| Participant deferral / active EE | $5,587 | $9,806-43.0% | $9,131-38.8% | $6,688-16.5% |
| Admin fee / account holder | $79 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |