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 | $63,329 | $111,754-43.3% | $103,333-38.7% | $145,922-56.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.63% | 24.77%-11.1pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,500 | $4,212-64.4% | $3,868-61.2% | $4,660-67.8% |
| Participant deferral / active EE | $1,800 | $5,619-68.0% | $5,057-64.4% | $6,688-73.1% |
| Admin fee / account holder | $274 | $9,750-97.2% | $8,355-96.7% | $13,397-98.0% |