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 | $72,320 | $111,754-35.3% | $103,333-30.0% | $145,922-50.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.19% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,631 | $4,212-37.5% | $3,868-32.0% | $4,660-43.5% |
| Participant deferral / active EE | $1,835 | $5,619-67.3% | $5,057-63.7% | $6,688-72.6% |
| Admin fee / account holder | $140 | $9,750-98.6% | $8,355-98.3% | $13,397-99.0% |