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 | $57,829 | $154,228-62.5% | $145,433-60.2% | $137,256-57.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.43% | 74.59%-57.2pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,011 | $4,804-58.1% | $4,554-55.9% | $4,156-51.6% |
| Participant deferral / active EE | $11,162 | $8,216+35.9% | $7,897+41.3% | $6,407+74.2% |
| Admin fee / account holder | $277 | $14,344-98.1% | $13,129-97.9% | $12,270-97.7% |