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 | $31,450 | $106,749-70.5% | $145,433-78.4% | $82,448-61.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.88% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $4,600 | $3,444+33.5% | $4,554+1.0% | $2,551+80.3% |
| Participant deferral / active EE | $6,765 | $6,519+3.8% | $7,897-14.3% | $4,139+63.4% |
| Admin fee / account holder | $275 | $8,390-96.7% | $13,129-97.9% | $7,234-96.2% |