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 3-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 | $49,570 | $209,336-76.3% | $197,124-74.9% | $137,256-63.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.52% | 48.09%-27.6pp | 44.34%-23.8pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,003 | $6,591-39.3% | $6,227-35.7% | $4,156-3.7% |
| Participant deferral / active EE | $7,429 | $9,614-22.7% | $9,135-18.7% | $6,407+15.9% |
| Admin fee / account holder | $159 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |