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 | $33,505 | $108,919-69.2% | $100,391-66.6% | $145,922-77.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.30% | 57.88%-43.6pp | 49.20%-34.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,863 | $4,419-57.9% | $3,942-52.7% | $4,660-60.0% |
| Participant deferral / active EE | $19,950 | $8,445+136.2% | $8,082+146.9% | $6,688+198.3% |
| Admin fee / account holder | $16 | $9,689-99.8% | $7,899-99.8% | $13,397-99.9% |