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 | $100,773-33.6% | $88,946-24.8% | $142,382-53.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.21% | 70.18%-51.0pp | 57.82%-38.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,134 | $2,918+76.0% | $2,555+101.0% | $4,299+19.4% |
| Participant deferral / active EE | $14,038 | $5,230+168.4% | $4,581+206.4% | $6,507+115.7% |
| Admin fee / account holder | $102 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |