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 | $59,097 | $114,381-48.3% | $107,525-45.0% | $142,382-58.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.18% | 242.71%-219.5pp | 181.32%-158.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,507 | $4,015-62.5% | $3,754-59.9% | $4,299-64.9% |
| Participant deferral / active EE | $10,994 | $5,564+97.6% | $5,116+114.9% | $6,507+69.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |