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 | $76,083 | $154,228-50.7% | $145,433-47.7% | $137,256-44.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 37.13% | 74.59%-37.5pp | 66.58%-29.4pp | 220.34%-183.2pp |
| Employer contribution / active EE | $2,732 | $4,804-43.1% | $4,554-40.0% | $4,156-34.3% |
| Participant deferral / active EE | $36,741 | $8,216+347.2% | $7,897+365.2% | $6,407+473.5% |
| Admin fee / account holder | $191 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |