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 | $35,866 | $209,336-82.9% | $197,124-81.8% | $137,256-73.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.86% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,483 | $6,591-62.3% | $6,227-60.1% | $4,156-40.3% |
| Participant deferral / active EE | $6,462 | $9,614-32.8% | $9,135-29.3% | $6,407+0.9% |
| Admin fee / account holder | $289 | $17,308-98.3% | $16,298-98.2% | $12,270-97.6% |