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 | $66,241 | $214,378-69.1% | $200,582-67.0% | $142,382-53.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.96% | 46.41%-27.4pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,837 | $6,841-29.3% | $6,419-24.7% | $4,299+12.5% |
| Participant deferral / active EE | $10,618 | $9,865+7.6% | $9,331+13.8% | $6,507+63.2% |
| Admin fee / account holder | $80 | $17,692-99.5% | $16,305-99.5% | $12,624-99.4% |