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 6-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 | $30,998 | $106,515-70.9% | $96,683-67.9% | $139,434-77.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.01% | 38.43%-14.4pp | 35.69%-11.7pp | 372.94%-348.9pp |
| Employer contribution / active EE | $2,327 | $4,103-43.3% | $3,737-37.7% | $4,751-51.0% |
| Participant deferral / active EE | $16,181 | $5,454+196.7% | $4,878+231.7% | $6,710+141.1% |
| Admin fee / account holder | $190 | $7,877-97.6% | $6,730-97.2% | $11,403-98.3% |