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 | $104,771 | $109,881-4.7% | $150,045-30.2% | $84,808+23.5% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 23.59% | 28.25%-4.7pp | 62.55%-39.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $6,332 | $3,561+77.8% | $4,693+34.9% | $2,631+140.7% |
| Participant deferral / active EE | $14,457 | $6,636+117.9% | $7,997+80.8% | $4,212+243.3% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |