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 | $103,877 | $192,717-46.1% | $142,449-27.1% | $139,434-25.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 19.52% | 17.99%+1.5pp | 19.99%-0.5pp | 372.94%-353.4pp |
| Employer contribution / active EE | $7,228 | $5,806+24.5% | $4,847+49.1% | $4,751+52.1% |
| Participant deferral / active EE | $13,766 | $7,208+91.0% | $6,283+119.1% | $6,710+105.1% |
| Admin fee / account holder | $31 | $15,124-99.8% | $10,011-99.7% | $11,403-99.7% |