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 | $92,027 | $214,378-57.1% | $200,582-54.1% | $142,382-35.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.57% | 46.41%-29.8pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $8,259 | $6,841+20.7% | $6,419+28.7% | $4,299+92.1% |
| Participant deferral / active EE | $15,737 | $9,865+59.5% | $9,331+68.7% | $6,507+141.8% |
| Admin fee / account holder | $296 | $17,692-98.3% | $16,305-98.2% | $12,624-97.7% |