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 | $47,759 | $111,814-57.3% | $103,374-53.8% | $145,959-67.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 24.77%-12.9pp | 24.89%-13.0pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,415 | $4,214-66.4% | $3,869-63.4% | $4,661-69.6% |
| Participant deferral / active EE | $8,427 | $5,618+50.0% | $5,058+66.6% | $6,689+26.0% |
| Admin fee / account holder | $60 | $9,754-99.4% | $8,394-99.3% | $13,398-99.6% |