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 | $44,393 | $185,822-76.1% | $169,993-73.9% | $139,434-68.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.13% | 60.50%-36.4pp | 53.37%-29.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,109 | $7,590-72.2% | $6,785-68.9% | $4,751-55.6% |
| Participant deferral / active EE | $3,667 | $11,622-68.5% | $10,408-64.8% | $6,710-45.4% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |