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 | $7,747 | $76,407-89.9% | $150,298-94.8% | $82,448-90.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.92% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,252 | $2,614-13.9% | $4,154-45.8% | $2,551-11.7% |
| Participant deferral / active EE | $2,944 | $3,214-8.4% | $5,453-46.0% | $4,139-28.9% |
| Admin fee / account holder | $11 | $6,352-99.8% | $14,116-99.9% | $7,234-99.8% |