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 | $45,441 | $106,515-57.3% | $96,683-53.0% | $139,434-67.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.74% | 38.43%-25.7pp | 35.69%-23.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $39,435 | $4,103+861.2% | $3,737+955.3% | $4,751+730.1% |
| Participant deferral / active EE | $5,111 | $5,454-6.3% | $4,878+4.8% | $6,710-23.8% |
| Admin fee / account holder | $90 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |