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 | $30,325 | $117,983-74.3% | $101,794-70.2% | $142,382-78.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.42% | 36.92%-13.5pp | 30.53%-7.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,135 | $2,773-23.0% | $2,289-6.7% | $4,299-50.3% |
| Participant deferral / active EE | $7,653 | $4,714+62.4% | $4,084+87.4% | $6,507+17.6% |
| Admin fee / account holder | $276 | $10,433-97.4% | $8,777-96.9% | $12,624-97.8% |