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 | $67,008 | $116,167-42.3% | $64,489+3.9% | $137,256-51.2% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 20.37% | 36.55%-16.2pp | 55.03%-34.7pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,670 | $2,483+47.8% | $1,523+141.0% | $4,156-11.7% |
| Participant deferral / active EE | $7,340 | $4,215+74.1% | $2,778+164.2% | $6,407+14.6% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |