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 | $154,228-56.6% | $145,433-54.0% | $137,256-51.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.34% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,293 | $4,804-31.4% | $4,554-27.7% | $4,156-20.8% |
| Participant deferral / active EE | $11,013 | $8,216+34.0% | $7,897+39.5% | $6,407+71.9% |
| Admin fee / account holder | $225 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |