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 | $95,266-51.8% | $82,389-44.3% | $142,382-67.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.38% | 25.74%-6.4pp | 28.67%-9.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,821 | $2,991+61.2% | $2,517+91.5% | $4,299+12.1% |
| Participant deferral / active EE | $5,406 | $4,809+12.4% | $4,155+30.1% | $6,507-16.9% |
| Admin fee / account holder | $38 | $8,563-99.6% | $7,231-99.5% | $12,624-99.7% |