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 | $33,607 | $210,648-84.0% | $177,989-81.1% | $145,922-77.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.15% | 385.86%-362.7pp | 294.48%-271.3pp | 561.29%-538.1pp |
| Employer contribution / active EE | $3,574 | $4,565-21.7% | $3,949-9.5% | $4,660-23.3% |
| Participant deferral / active EE | $18,698 | $6,958+168.7% | $6,276+197.9% | $6,688+179.6% |
| Admin fee / account holder | $68 | $12,013-99.4% | $10,363-99.3% | $13,397-99.5% |