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 | $70,064 | $118,427-40.8% | $66,042+6.1% | $142,382-50.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 24.32% | 35.57%-11.2pp | 52.11%-27.8pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,312 | $2,570+28.9% | $1,579+109.7% | $4,299-23.0% |
| Participant deferral / active EE | $23,368 | $4,311+442.0% | $2,835+724.1% | $6,507+259.1% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |