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 | $56,315 | $106,749-47.2% | $145,433-61.3% | $82,448-31.7% |
| Participation rate | 94.6% | 75.6%+19.0pp | 82.1%+12.5pp | 68.1%+26.6pp |
| Annual return | 67.36% | 27.59%+39.8pp | 66.58%+0.8pp | 41.64%+25.7pp |
| Employer contribution / active EE | $7,870 | $3,444+128.5% | $4,554+72.8% | $2,551+208.5% |
| Participant deferral / active EE | $7,362 | $6,519+12.9% | $7,897-6.8% | $4,139+77.9% |
| Admin fee / account holder | $218 | $8,390-97.4% | $13,129-98.3% | $7,234-97.0% |