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 | $31,125 | $117,983-73.6% | $101,794-69.4% | $142,382-78.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.19% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,043 | $2,773-26.3% | $2,289-10.8% | $4,299-52.5% |
| Participant deferral / active EE | $7,280 | $4,714+54.5% | $4,084+78.3% | $6,507+11.9% |
| Admin fee / account holder | $186 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |