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 5-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 | $27,490 | $159,602-82.8% | $150,045-81.7% | $142,382-80.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.99% | 70.24%-48.2pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,207 | $4,961-55.5% | $4,693-53.0% | $4,299-48.7% |
| Participant deferral / active EE | $4,022 | $8,310-51.6% | $7,997-49.7% | $6,507-38.2% |
| Admin fee / account holder | $125 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |