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 | $55,824 | $165,984-66.4% | $164,813-66.1% | $145,922-61.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.87% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,052 | $5,273-42.1% | $4,341-29.7% | $4,660-34.5% |
| Participant deferral / active EE | $14,270 | $6,959+105.1% | $6,031+136.6% | $6,688+113.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |