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 | $17,245 | $114,381-84.9% | $107,525-84.0% | $142,382-87.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 25.04% | 242.71%-217.7pp | 181.32%-156.3pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,955 | $4,015-51.3% | $3,754-47.9% | $4,299-54.5% |
| Participant deferral / active EE | $2,850 | $5,564-48.8% | $5,116-44.3% | $6,507-56.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |