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 | $32,459 | $60,022-45.9% | $88,946-63.5% | $84,808-61.7% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 20.13% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,091 | $1,703+140.3% | $2,555+60.1% | $2,631+55.5% |
| Participant deferral / active EE | $5,678 | $3,114+82.3% | $4,581+23.9% | $4,212+34.8% |
| Admin fee / account holder | $56 | $4,811-98.8% | $8,261-99.3% | $7,344-99.2% |