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 | $66,899 | $97,125-31.1% | $86,233-22.4% | $137,256-51.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.21% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $5,134 | $2,841+80.7% | $2,504+105.0% | $4,156+23.5% |
| Participant deferral / active EE | $14,038 | $5,180+171.0% | $4,559+207.9% | $6,407+119.1% |
| Admin fee / account holder | $102 | $9,725-99.0% | $8,342-98.8% | $12,270-99.2% |