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 | $89,473 | $214,378-58.3% | $200,582-55.4% | $142,382-37.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.47% | 46.41%-26.9pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $8,380 | $6,841+22.5% | $6,419+30.6% | $4,299+94.9% |
| Participant deferral / active EE | $14,653 | $9,865+48.5% | $9,331+57.0% | $6,507+125.2% |
| Admin fee / account holder | $46 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |