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 6-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 | $18,150 | $175,202-89.6% | $149,673-87.9% | $139,434-87.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.23% | 166.71%-133.5pp | 134.42%-101.2pp | 372.94%-339.7pp |
| Employer contribution / active EE | $3,109 | $5,474-43.2% | $4,818-35.5% | $4,751-34.5% |
| Participant deferral / active EE | $7,514 | $6,519+15.3% | $5,680+32.3% | $6,710+12.0% |
| Admin fee / account holder | $72 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |