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 | $26,955 | $106,515-74.7% | $96,683-72.1% | $139,434-80.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 19.05% | 38.43%-19.4pp | 35.69%-16.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,929 | $4,103-53.0% | $3,737-48.4% | $4,751-59.4% |
| Participant deferral / active EE | $3,664 | $5,454-32.8% | $4,878-24.9% | $6,710-45.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |