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 | $117,859-65.1% | $102,438-59.9% | $145,959-71.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 31.72%-18.3pp | 29.37%-15.9pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,535 | $3,615-29.9% | $3,024-16.2% | $4,661-45.6% |
| Participant deferral / active EE | $11,121 | $5,732+94.0% | $5,054+120.1% | $6,689+66.3% |
| Admin fee / account holder | $220 | $13,318-98.3% | $9,448-97.7% | $13,398-98.4% |