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 | $245,224 | $111,814+119.3% | $103,374+137.2% | $145,959+68.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.66% | 24.77%-15.1pp | 24.89%-15.2pp | 561.95%-552.3pp |
| Employer contribution / active EE | $7,464 | $4,214+77.1% | $3,869+92.9% | $4,661+60.1% |
| Participant deferral / active EE | $15,000 | $5,618+167.0% | $5,058+196.6% | $6,689+124.3% |
| Admin fee / account holder | $2 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |