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 | $42,082 | $214,378-80.4% | $200,582-79.0% | $142,382-70.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.11% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,438 | $6,841-49.7% | $6,419-46.4% | $4,299-20.0% |
| Participant deferral / active EE | $14,604 | $9,865+48.0% | $9,331+56.5% | $6,507+124.4% |
| Admin fee / account holder | $264 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |