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 | $109,881-48.7% | $150,045-62.5% | $84,808-33.6% |
| Participation rate | 94.6% | 76.1%+18.6pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 67.36% | 28.25%+39.1pp | 62.55%+4.8pp | 40.90%+26.5pp |
| Employer contribution / active EE | $7,870 | $3,561+121.0% | $4,693+67.7% | $2,631+199.1% |
| Participant deferral / active EE | $7,362 | $6,636+10.9% | $7,997-7.9% | $4,212+74.8% |
| Admin fee / account holder | $218 | $8,568-97.5% | $13,435-98.4% | $7,344-97.0% |