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 | $78,235 | $201,272-61.1% | $184,203-57.5% | $145,922-46.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.54% | 29.00%-7.5pp | 28.81%-7.3pp | 561.29%-539.8pp |
| Employer contribution / active EE | $22,171 | $7,022+215.7% | $6,427+245.0% | $4,660+375.8% |
| Participant deferral / active EE | $13,070 | $9,806+33.3% | $9,131+43.1% | $6,688+95.4% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |