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 | $75,134 | $165,984-54.7% | $164,813-54.4% | $145,922-48.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.60% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $8,276 | $5,273+57.0% | $4,341+90.7% | $4,660+77.6% |
| Participant deferral / active EE | $18,414 | $6,959+164.6% | $6,031+205.3% | $6,688+175.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |