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 7-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 | $32,457 | $110,261-70.6% | $95,745-66.1% | $139,434-76.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.54% | 27.11%-11.6pp | 28.35%-12.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $10,914 | $3,257+235.1% | $2,835+285.0% | $4,751+129.7% |
| Participant deferral / active EE | $3,991 | $4,676-14.6% | $4,245-6.0% | $6,710-40.5% |
| Admin fee / account holder | $125 | $6,613-98.1% | $5,678-97.8% | $11,403-98.9% |