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 | $84,524 | $94,338-10.4% | $100,534-15.9% | $142,382-40.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 24.82% | 29.20%-4.4pp | 32.66%-7.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $6,850 | $4,237+61.7% | $4,346+57.6% | $4,299+59.3% |
| Participant deferral / active EE | $10,708 | $5,934+80.4% | $6,144+74.3% | $6,507+64.6% |
| Admin fee / account holder | $103 | $8,421-98.8% | $7,654-98.6% | $12,624-99.2% |