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 | $45,925 | $87,166-47.3% | $76,735-40.2% | $137,256-66.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.38% | 26.50%-7.1pp | 29.77%-10.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,821 | $2,904+66.0% | $2,454+96.4% | $4,156+16.0% |
| Participant deferral / active EE | $5,406 | $4,726+14.4% | $4,088+32.2% | $6,407-15.6% |
| Admin fee / account holder | $38 | $8,403-99.6% | $7,189-99.5% | $12,270-99.7% |