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 | $59,340 | $111,535-46.8% | $105,223-43.6% | $137,256-56.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 58.09% | 237.85%-179.8pp | 180.65%-122.6pp | 220.34%-162.2pp |
| Employer contribution / active EE | $4,319 | $3,939+9.6% | $3,689+17.1% | $4,156+3.9% |
| Participant deferral / active EE | $9,528 | $5,500+73.2% | $5,072+87.9% | $6,407+48.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |