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 3-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 | $59,537 | $159,602-62.7% | $150,045-60.3% | $142,382-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.91% | 70.24%-44.3pp | 62.55%-36.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $6,353 | $4,961+28.1% | $4,693+35.4% | $4,299+47.8% |
| Participant deferral / active EE | $13,274 | $8,310+59.7% | $7,997+66.0% | $6,507+104.0% |
| Admin fee / account holder | $204 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |