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 | $28,770 | $90,397-68.2% | $76,002-62.1% | $145,959-80.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.58% | 621.97%-609.4pp | 360.07%-347.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $3,120 | $3,317-5.9% | $2,688+16.1% | $4,661-33.1% |
| Participant deferral / active EE | $5,200 | $5,163+0.7% | $4,257+22.2% | $6,689-22.3% |
| Admin fee / account holder | $107 | $8,369-98.7% | $6,414-98.3% | $13,398-99.2% |