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 | $52,246 | $99,918-47.7% | $81,382-35.8% | $145,922-64.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.18% | 34.32%-12.1pp | 24.73%-2.6pp | 561.29%-539.1pp |
| Employer contribution / active EE | $11,496 | $2,978+286.1% | $2,463+366.8% | $4,660+146.7% |
| Participant deferral / active EE | $7,060 | $4,605+53.3% | $3,883+81.8% | $6,688+5.6% |
| Admin fee / account holder | $234 | $8,212-97.2% | $5,768-95.9% | $13,397-98.3% |