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 | $118,427-43.4% | $66,042+1.5% | $142,382-52.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 20.37% | 35.57%-15.2pp | 52.11%-31.7pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,670 | $2,570+42.8% | $1,579+132.4% | $4,299-14.6% |
| Participant deferral / active EE | $7,340 | $4,311+70.3% | $2,835+158.9% | $6,507+12.8% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |