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 | $62,538 | $114,381-45.3% | $107,525-41.8% | $142,382-56.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.34% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,109 | $4,015-47.5% | $3,754-43.8% | $4,299-50.9% |
| Participant deferral / active EE | $16,891 | $5,564+203.6% | $5,116+230.2% | $6,507+159.6% |
| Admin fee / account holder | $82 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |