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 | $54,358 | $72,071-24.6% | $68,368-20.5% | $137,256-60.4% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 20.81% | 353.14%-332.3pp | 292.57%-271.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,568 | $2,788+28.0% | $2,649+34.7% | $4,156-14.2% |
| Participant deferral / active EE | $6,459 | $4,410+46.5% | $4,123+56.7% | $6,407+0.8% |
| Admin fee / account holder | $256 | $5,336-95.2% | $5,150-95.0% | $12,270-97.9% |