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 | $58,288 | $111,754-47.8% | $103,333-43.6% | $145,922-60.1% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 18.13% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $15,091 | $4,212+258.2% | $3,868+290.2% | $4,660+223.9% |
| Participant deferral / active EE | $12,898 | $5,619+129.6% | $5,057+155.0% | $6,688+92.9% |
| Admin fee / account holder | $238 | $9,750-97.6% | $8,355-97.1% | $13,397-98.2% |