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 | $43,172 | $111,754-61.4% | $103,333-58.2% | $145,922-70.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.83% | 24.77%-7.9pp | 24.88%-8.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,225 | $4,212-47.2% | $3,868-42.5% | $4,660-52.2% |
| Participant deferral / active EE | $11,475 | $5,619+104.2% | $5,057+126.9% | $6,688+71.6% |
| Admin fee / account holder | $195 | $9,750-98.0% | $8,355-97.7% | $13,397-98.5% |