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 6-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 | $30,581 | $102,616-70.2% | $81,983-62.7% | $158,922-80.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.31% | 61.04%-45.7pp | 41.31%-26.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,940 | $3,240-9.2% | $2,498+17.7% | $4,761-38.2% |
| Participant deferral / active EE | $6,458 | $4,648+38.9% | $3,722+73.5% | $5,982+8.0% |
| Admin fee / account holder | $197 | $8,235-97.6% | $5,664-96.5% | $11,246-98.3% |