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 | $29,978 | $178,174-83.2% | $156,181-80.8% | $137,256-78.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 25.35% | 84.19%-58.8pp | 64.87%-39.5pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,010 | $4,972-39.5% | $4,294-29.9% | $4,156-27.6% |
| Participant deferral / active EE | $10,427 | $6,888+51.4% | $6,132+70.0% | $6,407+62.8% |
| Admin fee / account holder | $147 | $17,404-99.2% | $14,586-99.0% | $12,270-98.8% |