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 | $108,553 | $149,040-27.2% | $120,225-9.7% | $137,256-20.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.00% | 605.68%-585.7pp | 439.23%-419.2pp | 220.34%-200.3pp |
| Employer contribution / active EE | $491 | $4,350-88.7% | $3,475-85.9% | $4,156-88.2% |
| Participant deferral / active EE | $16,755 | $4,655+260.0% | $3,999+319.0% | $6,407+161.5% |
| Admin fee / account holder | $45 | $6,348-99.3% | $5,696-99.2% | $12,270-99.6% |