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 | $79,068 | $163,101-51.5% | $136,749-42.2% | $142,382-44.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.61% | 27.54%-7.9pp | 24.33%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,430 | $4,117-41.0% | $3,400-28.5% | $4,299-43.5% |
| Participant deferral / active EE | $13,214 | $5,585+136.6% | $4,692+181.6% | $6,507+103.1% |
| Admin fee / account holder | $3 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |