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 | $34,826 | $117,841-70.4% | $102,423-66.0% | $145,922-76.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.58% | 31.65%-15.1pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,756 | $3,615-23.8% | $3,023-8.9% | $4,660-40.9% |
| Participant deferral / active EE | $8,078 | $5,731+41.0% | $5,053+59.9% | $6,688+20.8% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |