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 | $48,037 | $183,592-73.8% | $155,567-69.1% | $145,959-67.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.15% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $4,223 | $5,315-20.5% | $4,674-9.7% | $4,661-9.4% |
| Participant deferral / active EE | $8,164 | $6,464+26.3% | $5,628+45.1% | $6,689+22.1% |
| Admin fee / account holder | $172 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |