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 | $19,605 | $111,754-82.5% | $103,333-81.0% | $145,922-86.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.11% | 24.77%-8.7pp | 24.88%-8.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,858 | $4,212+15.3% | $3,868+25.6% | $4,660+4.3% |
| Participant deferral / active EE | $3,719 | $5,619-33.8% | $5,057-26.5% | $6,688-44.4% |
| Admin fee / account holder | $51 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |