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 | $70,961 | $105,126-32.5% | $94,646-25.0% | $139,434-49.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.82% | 38.03%-18.2pp | 156.71%-136.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $10,699 | $4,106+160.6% | $3,672+191.3% | $4,751+125.2% |
| Participant deferral / active EE | $20,461 | $7,599+169.2% | $7,418+175.8% | $6,710+204.9% |
| Admin fee / account holder | $228 | $8,984-97.5% | $7,231-96.8% | $11,403-98.0% |