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 6-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 | $32,488 | $165,984-80.4% | $164,813-80.3% | $145,922-77.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.89% | 100.03%-79.1pp | 69.93%-49.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,791 | $5,273-47.1% | $4,341-35.7% | $4,660-40.1% |
| Participant deferral / active EE | $6,789 | $6,959-2.4% | $6,031+12.6% | $6,688+1.5% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |