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 | $28,507 | $106,584-73.3% | $101,326-71.9% | $142,382-80.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.37% | 36.93%-14.6pp | 36.82%-14.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $6,052 | $3,956+53.0% | $3,665+65.1% | $4,299+40.8% |
| Participant deferral / active EE | $10,480 | $8,297+26.3% | $7,994+31.1% | $6,507+61.1% |
| Admin fee / account holder | $14 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |