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 10-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 | $18,680 | $115,770-83.9% | $101,248-81.6% | $158,922-88.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 20.25% | 56.14%-35.9pp | 46.47%-26.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,298 | $4,175-68.9% | $3,660-64.5% | $4,761-72.7% |
| Participant deferral / active EE | $4,472 | $4,957-9.8% | $4,370+2.3% | $5,982-25.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |