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 | $20,523 | $94,752-78.3% | $112,887-81.8% | $139,434-85.3% |
| Participation rate | 90.9% | 81.3%+9.7pp | 80.5%+10.4pp | 80.3%+10.6pp |
| Annual return | 24.24% | 40.88%-16.6pp | 34.10%-9.9pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,326 | $4,625-49.7% | $4,563-49.0% | $4,751-51.0% |
| Participant deferral / active EE | $5,193 | $6,512-20.3% | $6,513-20.3% | $6,710-22.6% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |