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 | $66,609 | $172,111-61.3% | $150,298-55.7% | $137,256-51.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.62% | 69.37%-43.8pp | 62.79%-37.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,875 | $4,636-59.6% | $4,154-54.9% | $4,156-54.9% |
| Participant deferral / active EE | $23,500 | $6,166+281.1% | $5,453+331.0% | $6,407+266.8% |
| Admin fee / account holder | $128 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |