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 | $90,348-68.2% | $75,972-62.1% | $145,922-80.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.58% | 620.88%-608.3pp | 359.55%-347.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,120 | $3,311-5.8% | $2,685+16.2% | $4,660-33.0% |
| Participant deferral / active EE | $5,200 | $5,162+0.7% | $4,255+22.2% | $6,688-22.2% |
| Admin fee / account holder | $107 | $8,467-98.7% | $6,467-98.3% | $13,397-99.2% |