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 | $30,932 | $117,983-73.8% | $101,794-69.6% | $142,382-78.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.26% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,783 | $2,773-35.7% | $2,289-22.1% | $4,299-58.5% |
| Participant deferral / active EE | $7,670 | $4,714+62.7% | $4,084+87.8% | $6,507+17.9% |
| Admin fee / account holder | $99 | $10,433-99.1% | $8,777-98.9% | $12,624-99.2% |