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 | $43,227 | $85,022-49.2% | $70,515-38.7% | $139,434-69.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 29.72% | 30.38%-0.7pp | 32.77%-3.0pp | 372.94%-343.2pp |
| Employer contribution / active EE | $7,160 | $3,909+83.2% | $2,973+140.8% | $4,751+50.7% |
| Participant deferral / active EE | $21,389 | $5,890+263.1% | $4,567+368.4% | $6,710+218.8% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |