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 | $118,975 | $159,602-25.5% | $150,045-20.7% | $142,382-16.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.49% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,136 | $4,961-57.0% | $4,693-54.5% | $4,299-50.3% |
| Participant deferral / active EE | $23,250 | $8,310+179.8% | $7,997+190.7% | $6,507+257.3% |
| Admin fee / account holder | $47 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |