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 | $49,065 | $112,729-56.5% | $98,716-50.3% | $137,256-64.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.24% | 38.48%-17.2pp | 31.81%-10.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,129 | $2,725-21.9% | $2,279-6.6% | $4,156-48.8% |
| Participant deferral / active EE | $4,882 | $4,640+5.2% | $4,048+20.6% | $6,407-23.8% |
| Admin fee / account holder | $176 | $10,129-98.3% | $8,703-98.0% | $12,270-98.6% |