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 8-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 | $33,845 | $140,940-76.0% | $112,229-69.8% | $139,434-75.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.37% | 32.71%-16.3pp | 30.20%-13.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,305 | $4,283-46.2% | $3,430-32.8% | $4,751-51.5% |
| Participant deferral / active EE | $12,271 | $5,874+108.9% | $4,798+155.8% | $6,710+82.9% |
| Admin fee / account holder | $158 | $9,954-98.4% | $7,748-98.0% | $11,403-98.6% |