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 | $63,640 | $154,228-58.7% | $145,433-56.2% | $137,256-53.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.56% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $6,352 | $4,804+32.2% | $4,554+39.5% | $4,156+52.8% |
| Participant deferral / active EE | $10,017 | $8,216+21.9% | $7,897+26.8% | $6,407+56.3% |
| Admin fee / account holder | $16 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |