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 8-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 | $66,155 | $109,881-39.8% | $150,045-55.9% | $84,808-22.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.96% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $4,629 | $3,561+30.0% | $4,693-1.4% | $2,631+75.9% |
| Participant deferral / active EE | $13,235 | $6,636+99.4% | $7,997+65.5% | $4,212+214.3% |
| Admin fee / account holder | $287 | $8,568-96.7% | $13,435-97.9% | $7,344-96.1% |