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 | $41,360 | $97,125-57.4% | $86,233-52.0% | $137,256-69.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.01% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $7,176 | $2,841+152.6% | $2,504+186.5% | $4,156+72.7% |
| Participant deferral / active EE | $8,775 | $5,180+69.4% | $4,559+92.5% | $6,407+37.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |