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 8-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 | $18,177 | $117,381-84.5% | $99,443-81.7% | $152,861-88.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 24.16% | 31.87%-7.7pp | 30.72%-6.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,414 | $3,013+13.3% | $2,540+34.4% | $4,762-28.3% |
| Participant deferral / active EE | $6,889 | $4,086+68.6% | $3,619+90.4% | $5,850+17.8% |
| Admin fee / account holder | $294 | $7,631-96.1% | $6,250-95.3% | $11,596-97.5% |