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 | $73,284 | $106,515-31.2% | $96,683-24.2% | $139,434-47.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.14% | 38.43%-17.3pp | 35.69%-14.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $4,625 | $4,103+12.7% | $3,737+23.8% | $4,751-2.6% |
| Participant deferral / active EE | $35,306 | $5,454+547.4% | $4,878+623.8% | $6,710+426.2% |
| Admin fee / account holder | $227 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |