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 | $70,605 | $115,708-39.0% | $65,255+8.2% | $139,434-49.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 13.44% | 31.19%-17.8pp | 47.35%-33.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,600 | $2,5990% | $1,691+53.7% | $4,751-45.3% |
| Participant deferral / active EE | $19,500 | $4,240+359.9% | $2,831+588.8% | $6,710+190.6% |
| Admin fee / account holder | $249 | $6,698-96.3% | $4,112-93.9% | $11,403-97.8% |