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 5-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 | $60,087 | $103,376-41.9% | $87,100-31.0% | $152,861-60.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.25% | 28.10%-3.9pp | 28.19%-3.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $10,253 | $3,220+218.4% | $2,521+306.7% | $4,762+115.3% |
| Participant deferral / active EE | $10,911 | $4,778+128.4% | $4,049+169.5% | $5,850+86.5% |
| Admin fee / account holder | $13 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |