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 | $53,245 | $179,726-70.4% | $156,263-65.9% | $142,382-62.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.78% | 77.86%-55.1pp | 59.47%-36.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $4,907 | $5,069-3.2% | $4,333+13.3% | $4,299+14.1% |
| Participant deferral / active EE | $4,916 | $6,956-29.3% | $6,158-20.2% | $6,507-24.5% |
| Admin fee / account holder | $23 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |