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 5-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 | $77,402 | $100,773-23.2% | $88,946-13.0% | $142,382-45.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.85% | 70.18%-49.3pp | 57.82%-37.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,183 | $2,918-59.5% | $2,555-53.7% | $4,299-72.5% |
| Participant deferral / active EE | $14,769 | $5,230+182.4% | $4,581+222.4% | $6,507+127.0% |
| Admin fee / account holder | $3 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |