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 | $47,914 | $118,450-59.5% | $98,439-51.3% | $139,434-65.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.69% | 18.94%-1.3pp | 21.16%-3.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $10,182 | $3,609+182.1% | $3,048+234.1% | $4,751+114.3% |
| Participant deferral / active EE | $11,993 | $5,392+122.4% | $4,738+153.1% | $6,710+78.7% |
| Admin fee / account holder | $161 | $14,026-98.9% | $8,948-98.2% | $11,403-98.6% |