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 | $21,576 | $148,534-85.5% | $135,903-84.1% | $139,434-84.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 54.84% | 79.19%-24.3pp | 68.23%-13.4pp | 372.94%-318.1pp |
| Employer contribution / active EE | $1,959 | $5,243-62.6% | $4,856-59.7% | $4,751-58.8% |
| Participant deferral / active EE | $11,826 | $8,100+46.0% | $7,758+52.4% | $6,710+76.2% |
| Admin fee / account holder | $69 | $12,400-99.4% | $10,762-99.4% | $11,403-99.4% |