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 | $44,417 | $95,266-53.4% | $82,389-46.1% | $142,382-68.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.59% | 25.74%-9.1pp | 28.67%-12.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,441 | $2,991-18.4% | $2,517-3.0% | $4,299-43.2% |
| Participant deferral / active EE | $6,726 | $4,809+39.9% | $4,155+61.9% | $6,507+3.4% |
| Admin fee / account holder | $20 | $8,563-99.8% | $7,231-99.7% | $12,624-99.8% |