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 | $22,420 | $114,381-80.4% | $107,525-79.1% | $142,382-84.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 20.64% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,828 | $4,015-54.5% | $3,754-51.3% | $4,299-57.5% |
| Participant deferral / active EE | $4,356 | $5,564-21.7% | $5,116-14.8% | $6,507-33.1% |
| Admin fee / account holder | $199 | $9,860-98.0% | $8,919-97.8% | $12,624-98.4% |