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 | $66,874 | $159,602-58.1% | $150,045-55.4% | $142,382-53.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.34% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,293 | $4,961-33.6% | $4,693-29.8% | $4,299-23.4% |
| Participant deferral / active EE | $11,013 | $8,310+32.5% | $7,997+37.7% | $6,507+69.2% |
| Admin fee / account holder | $225 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |