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 | $28,159 | $159,602-82.4% | $150,045-81.2% | $142,382-80.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.63% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,552 | $4,961-68.7% | $4,693-66.9% | $4,299-63.9% |
| Participant deferral / active EE | $3,803 | $8,310-54.2% | $7,997-52.4% | $6,507-41.6% |
| Admin fee / account holder | $118 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |