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 | $120,233 | $67,823+77.3% | $52,425+129.3% | $137,256-12.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.18% | 219.11%-196.9pp | 302.12%-279.9pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,171 | $1,163+0.7% | $914+28.1% | $4,156-71.8% |
| Participant deferral / active EE | $28,634 | $2,288+1151.5% | $1,790+1499.3% | $6,407+346.9% |
| Admin fee / account holder | $84 | $2,844-97.0% | $2,495-96.6% | $12,270-99.3% |