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 | $41,110 | $117,841-65.1% | $102,423-59.9% | $145,922-71.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 31.65%-18.2pp | 29.32%-15.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,535 | $3,615-29.9% | $3,023-16.1% | $4,660-45.6% |
| Participant deferral / active EE | $11,121 | $5,731+94.1% | $5,053+120.1% | $6,688+66.3% |
| Admin fee / account holder | $220 | $13,326-98.3% | $9,451-97.7% | $13,397-98.4% |