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 | $32,841 | $117,983-72.2% | $101,794-67.7% | $142,382-76.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.18% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,148 | $2,773-22.5% | $2,289-6.2% | $4,299-50.0% |
| Participant deferral / active EE | $6,519 | $4,714+38.3% | $4,084+59.6% | $6,507+0.2% |
| Admin fee / account holder | $230 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |