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 3-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 | $47,724 | $159,602-70.1% | $150,045-68.2% | $142,382-66.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.05% | 70.24%-44.2pp | 62.55%-36.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,201 | $4,961-55.6% | $4,693-53.1% | $4,299-48.8% |
| Participant deferral / active EE | $16,057 | $8,310+93.2% | $7,997+100.8% | $6,507+146.8% |
| Admin fee / account holder | $129 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |