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 | $36,891 | $108,912-66.1% | $100,383-63.2% | $145,959-74.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.35% | 57.96%-39.6pp | 49.26%-30.9pp | 561.95%-543.6pp |
| Employer contribution / active EE | $3,113 | $4,423-29.6% | $3,944-21.1% | $4,661-33.2% |
| Participant deferral / active EE | $10,117 | $8,451+19.7% | $8,086+25.1% | $6,689+51.3% |
| Admin fee / account holder | $189 | $9,690-98.0% | $7,900-97.6% | $13,398-98.6% |