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 | $40,223 | $118,427-66.0% | $66,042-39.1% | $142,382-71.8% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 80.1%-0.1pp |
| Annual return | 16.72% | 35.57%-18.8pp | 52.11%-35.4pp | 217.08%-200.4pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,382 | $4,311+24.8% | $2,835+89.8% | $6,507-17.3% |
| Admin fee / account holder | $159 | $9,593-98.3% | $5,747-97.2% | $12,624-98.7% |