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 7-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 | $29,667 | $74,888-60.4% | $71,209-58.3% | $142,382-79.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.26% | 345.14%-323.9pp | 282.51%-261.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $4,102 | $2,854+43.7% | $2,721+50.7% | $4,299-4.6% |
| Participant deferral / active EE | $1,400 | $4,454-68.6% | $4,175-66.5% | $6,507-78.5% |
| Admin fee / account holder | $6 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |