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 | $61,663 | $88,751-30.5% | $81,812-24.6% | $145,922-57.7% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.3%+4.1pp | 80.3%-3.8pp |
| Annual return | 23.88% | 1025.40%-1001.5pp | 773.79%-749.9pp | 561.29%-537.4pp |
| Employer contribution / active EE | $3,192 | $3,083+3.5% | $2,912+9.6% | $4,660-31.5% |
| Participant deferral / active EE | $11,333 | $4,643+144.1% | $4,319+162.4% | $6,688+69.5% |
| Admin fee / account holder | $154 | $8,415-98.2% | $7,386-97.9% | $13,397-98.8% |