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 | $29,117 | $104,974-72.3% | $95,585-69.5% | $142,382-79.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.87% | 210.33%-191.5pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,849 | $2,779-33.5% | $2,527-26.8% | $4,299-57.0% |
| Participant deferral / active EE | $4,797 | $4,352+10.2% | $4,023+19.3% | $6,507-26.3% |
| Admin fee / account holder | $152 | $6,386-97.6% | $6,127-97.5% | $12,624-98.8% |