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 | $214,378-85.9% | $200,582-85.0% | $142,382-78.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.93% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,914 | $6,841-72.0% | $6,419-70.2% | $4,299-55.5% |
| Participant deferral / active EE | $4,580 | $9,865-53.6% | $9,331-50.9% | $6,507-29.6% |
| Admin fee / account holder | $170 | $17,692-99.0% | $16,305-99.0% | $12,624-98.7% |