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 | $30,603 | $74,888-59.1% | $71,209-57.0% | $142,382-78.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.78% | 345.14%-330.4pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,915 | $2,854-32.9% | $2,721-29.6% | $4,299-55.5% |
| Participant deferral / active EE | $4,512 | $4,454+1.3% | $4,175+8.1% | $6,507-30.7% |
| Admin fee / account holder | $225 | $5,568-96.0% | $5,349-95.8% | $12,624-98.2% |