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 | $59,098 | $100,773-41.4% | $88,946-33.6% | $142,382-58.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.98% | 70.18%-57.2pp | 57.82%-44.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,048 | $2,918-29.8% | $2,555-19.9% | $4,299-52.4% |
| Participant deferral / active EE | $8,190 | $5,230+56.6% | $4,581+78.8% | $6,507+25.9% |
| Admin fee / account holder | $233 | $9,693-97.6% | $8,261-97.2% | $12,624-98.2% |