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 | $48,383 | $214,378-77.4% | $200,582-75.9% | $142,382-66.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 58.22% | 46.41%+11.8pp | 42.33%+15.9pp | 217.08%-158.9pp |
| Employer contribution / active EE | $1,418 | $6,841-79.3% | $6,419-77.9% | $4,299-67.0% |
| Participant deferral / active EE | $7,703 | $9,865-21.9% | $9,331-17.5% | $6,507+18.4% |
| Admin fee / account holder | $212 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |