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 | $51,905 | $109,982-52.8% | $97,226-46.6% | $145,922-64.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.39% | 242.90%-227.5pp | 75.13%-59.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $5,466 | $3,084+77.2% | $2,729+100.3% | $4,660+17.3% |
| Participant deferral / active EE | $9,191 | $4,676+96.6% | $4,264+115.6% | $6,688+37.4% |
| Admin fee / account holder | $20 | $6,221-99.7% | $5,654-99.6% | $13,397-99.9% |