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 | $69,903 | $114,381-38.9% | $107,525-35.0% | $142,382-50.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.56% | 242.71%-222.1pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,264 | $4,015-18.7% | $3,754-13.0% | $4,299-24.1% |
| Participant deferral / active EE | $13,282 | $5,564+138.7% | $5,116+159.6% | $6,507+104.1% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |