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 | $72,504 | $172,111-57.9% | $150,298-51.8% | $137,256-47.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.24% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $19,223 | $4,636+314.6% | $4,154+362.8% | $4,156+362.5% |
| Participant deferral / active EE | $7,984 | $6,166+29.5% | $5,453+46.4% | $6,407+24.6% |
| Admin fee / account holder | $142 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |