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 | $25,437 | $214,378-88.1% | $200,582-87.3% | $142,382-82.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.46% | 46.41%-26.9pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,539 | $6,841-62.9% | $6,419-60.4% | $4,299-40.9% |
| Participant deferral / active EE | $3,964 | $9,865-59.8% | $9,331-57.5% | $6,507-39.1% |
| Admin fee / account holder | $136 | $17,692-99.2% | $16,305-99.2% | $12,624-98.9% |