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 | $22,658 | $172,111-86.8% | $150,298-84.9% | $137,256-83.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.97% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,059 | $4,636-55.6% | $4,154-50.4% | $4,156-50.5% |
| Participant deferral / active EE | $7,475 | $6,166+21.2% | $5,453+37.1% | $6,407+16.7% |
| Admin fee / account holder | $32 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |