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 7-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 | $34,597 | $74,888-53.8% | $71,209-51.4% | $142,382-75.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.15% | 345.14%-321.0pp | 282.51%-258.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,684 | $2,854+29.1% | $2,721+35.4% | $4,299-14.3% |
| Participant deferral / active EE | $6,560 | $4,454+47.3% | $4,175+57.1% | $6,507+0.8% |
| Admin fee / account holder | $17 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |