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 | $139,952 | $100,773+38.9% | $88,946+57.3% | $142,382-1.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.48% | 70.18%-52.7pp | 57.82%-40.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,180 | $2,918-25.3% | $2,555-14.7% | $4,299-49.3% |
| Participant deferral / active EE | $31,000 | $5,230+492.7% | $4,581+576.7% | $6,507+376.4% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |