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 | $52,631 | $100,773-47.8% | $88,946-40.8% | $142,382-63.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.59% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,824 | $2,918+65.3% | $2,555+88.8% | $4,299+12.2% |
| Participant deferral / active EE | $15,080 | $5,230+188.3% | $4,581+229.2% | $6,507+131.7% |
| Admin fee / account holder | $118 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |