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 | $13,384 | $110,261-87.9% | $95,745-86.0% | $139,434-90.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 47.39% | 27.11%+20.3pp | 28.35%+19.0pp | 372.94%-325.5pp |
| Employer contribution / active EE | $2,948 | $3,257-9.5% | $2,835+4.0% | $4,751-37.9% |
| Participant deferral / active EE | $8,776 | $4,676+87.7% | $4,245+106.8% | $6,710+30.8% |
| Admin fee / account holder | $27 | $6,613-99.6% | $5,678-99.5% | $11,403-99.8% |