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 | $101,618-68.8% | $93,063-65.9% | $137,256-76.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 22.11% | 223.95%-201.8pp | 34.15%-12.0pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,447 | $2,707-46.5% | $2,476-41.5% | $4,156-65.2% |
| Participant deferral / active EE | $7,329 | $4,279+71.3% | $3,958+85.1% | $6,407+14.4% |
| Admin fee / account holder | $105 | $6,198-98.3% | $6,033-98.3% | $12,270-99.1% |