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 | $61,377 | $114,381-46.3% | $107,525-42.9% | $142,382-56.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.81% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $8,796 | $4,015+119.1% | $3,754+134.3% | $4,299+104.6% |
| Participant deferral / active EE | $9,247 | $5,564+66.2% | $5,116+80.8% | $6,507+42.1% |
| Admin fee / account holder | $147 | $9,860-98.5% | $8,919-98.4% | $12,624-98.8% |