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 | $31,700 | $104,974-69.8% | $95,585-66.8% | $142,382-77.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.11% | 210.33%-188.2pp | 38.56%-16.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,447 | $2,779-47.9% | $2,527-42.7% | $4,299-66.3% |
| Participant deferral / active EE | $7,329 | $4,352+68.4% | $4,023+82.2% | $6,507+12.6% |
| Admin fee / account holder | $105 | $6,386-98.4% | $6,127-98.3% | $12,624-99.2% |