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 | $29,625 | $106,515-72.2% | $96,683-69.4% | $139,434-78.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.61% | 38.43%-14.8pp | 35.69%-12.1pp | 372.94%-349.3pp |
| Employer contribution / active EE | $4,160 | $4,103+1.4% | $3,737+11.3% | $4,751-12.4% |
| Participant deferral / active EE | $5,200 | $5,454-4.7% | $4,878+6.6% | $6,710-22.5% |
| Admin fee / account holder | $98 | $7,877-98.8% | $6,730-98.5% | $11,403-99.1% |