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 | $69,668 | $124,281-43.9% | $109,143-36.2% | $167,490-58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.59% | 26.04%-11.4pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,877 | $4,207-55.4% | $3,722-49.6% | $4,837-61.2% |
| Participant deferral / active EE | $6,885 | $5,255+31.0% | $4,653+48.0% | $6,341+8.6% |
| Admin fee / account holder | $34 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |