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 | $52,246 | $179,726-70.9% | $156,263-66.6% | $142,382-63.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.13% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,236 | $5,069-36.2% | $4,333-25.3% | $4,299-24.7% |
| Participant deferral / active EE | $8,050 | $6,956+15.7% | $6,158+30.7% | $6,507+23.7% |
| Admin fee / account holder | $48 | $17,272-99.7% | $14,255-99.7% | $12,624-99.6% |