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 | $41,927 | $148,534-71.8% | $135,903-69.1% | $139,434-69.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.59% | 79.19%-47.6pp | 68.23%-36.6pp | 372.94%-341.4pp |
| Employer contribution / active EE | $1,753 | $5,243-66.6% | $4,856-63.9% | $4,751-63.1% |
| Participant deferral / active EE | $10,520 | $8,100+29.9% | $7,758+35.6% | $6,710+56.8% |
| Admin fee / account holder | $137 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |