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 | $179,726-83.3% | $156,263-80.8% | $142,382-78.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.35% | 77.86%-52.5pp | 59.47%-34.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,010 | $5,069-40.6% | $4,333-30.5% | $4,299-30.0% |
| Participant deferral / active EE | $10,427 | $6,956+49.9% | $6,158+69.3% | $6,507+60.2% |
| Admin fee / account holder | $147 | $17,272-99.2% | $14,255-99.0% | $12,624-98.8% |