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 | $68,922 | $127,065-45.8% | $113,168-39.1% | $142,382-51.6% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 24.64% | 24.03%+0.6pp | 24.27%+0.4pp | 217.08%-192.4pp |
| Employer contribution / active EE | $5,959 | $3,442+73.1% | $2,975+100.3% | $4,299+38.6% |
| Participant deferral / active EE | $15,581 | $5,716+172.6% | $5,107+205.1% | $6,507+139.4% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |