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 | $55,173 | $106,515-48.2% | $96,683-42.9% | $139,434-60.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.36% | 38.43%-17.1pp | 35.69%-14.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,640 | $4,103-11.3% | $3,737-2.6% | $4,751-23.4% |
| Participant deferral / active EE | $10,707 | $5,454+96.3% | $4,878+119.5% | $6,710+59.6% |
| Admin fee / account holder | $173 | $7,877-97.8% | $6,730-97.4% | $11,403-98.5% |