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 | $43,481 | $179,726-75.8% | $156,263-72.2% | $142,382-69.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.43% | 77.86%-57.4pp | 59.47%-39.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,734 | $5,069-26.3% | $4,333-13.8% | $4,299-13.1% |
| Participant deferral / active EE | $9,335 | $6,956+34.2% | $6,158+51.6% | $6,507+43.5% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |