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 | $68,424 | $177,572-61.5% | $154,803-55.8% | $142,382-51.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 42.82% | 65.07%-22.3pp | 58.88%-16.1pp | 217.08%-174.3pp |
| Employer contribution / active EE | $3,170 | $4,810-34.1% | $4,305-26.4% | $4,299-26.3% |
| Participant deferral / active EE | $11,250 | $6,272+79.4% | $5,540+103.0% | $6,507+72.9% |
| Admin fee / account holder | $19 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |