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 3-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 | $72,800 | $214,378-66.0% | $200,582-63.7% | $142,382-48.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.93% | 46.41%-14.5pp | 42.33%-10.4pp | 217.08%-185.1pp |
| Employer contribution / active EE | $2,980 | $6,841-56.4% | $6,419-53.6% | $4,299-30.7% |
| Participant deferral / active EE | $14,800 | $9,865+50.0% | $9,331+58.6% | $6,507+127.4% |
| Admin fee / account holder | $40 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |