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 | $53,164 | $177,572-70.1% | $154,803-65.7% | $142,382-62.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.03% | 65.07%-38.0pp | 58.88%-31.8pp | 217.08%-190.0pp |
| Employer contribution / active EE | $2,925 | $4,810-39.2% | $4,305-32.1% | $4,299-32.0% |
| Participant deferral / active EE | $12,350 | $6,272+96.9% | $5,540+122.9% | $6,507+89.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |