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 | $60,533 | $148,534-59.2% | $135,903-55.5% | $139,434-56.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.21% | 79.19%-47.0pp | 68.23%-36.0pp | 372.94%-340.7pp |
| Employer contribution / active EE | $8,530 | $5,243+62.7% | $4,856+75.7% | $4,751+79.6% |
| Participant deferral / active EE | $26,577 | $8,100+228.1% | $7,758+242.6% | $6,710+296.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |