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 | $28,509 | $105,126-72.9% | $94,646-69.9% | $139,434-79.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.62% | 38.03%-14.4pp | 156.71%-133.1pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,814 | $4,106-55.8% | $3,672-50.6% | $4,751-61.8% |
| Participant deferral / active EE | $7,190 | $7,599-5.4% | $7,418-3.1% | $6,710+7.2% |
| Admin fee / account holder | $94 | $8,984-99.0% | $7,231-98.7% | $11,403-99.2% |