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 | $111,535-79.9% | $105,223-78.7% | $137,256-83.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 20.64% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,828 | $3,939-53.6% | $3,689-50.5% | $4,156-56.0% |
| Participant deferral / active EE | $4,356 | $5,500-20.8% | $5,072-14.1% | $6,407-32.0% |
| Admin fee / account holder | $199 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |