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 | $30,134 | $209,336-85.6% | $197,124-84.7% | $137,256-78.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.93% | 48.09%-30.2pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,914 | $6,591-71.0% | $6,227-69.3% | $4,156-53.9% |
| Participant deferral / active EE | $4,580 | $9,614-52.4% | $9,135-49.9% | $6,407-28.5% |
| Admin fee / account holder | $170 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |