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 | $27,163 | $114,381-76.3% | $107,525-74.7% | $142,382-80.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.70% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,716 | $4,015-57.3% | $3,754-54.3% | $4,299-60.1% |
| Participant deferral / active EE | $4,120 | $5,564-26.0% | $5,116-19.5% | $6,507-36.7% |
| Admin fee / account holder | $232 | $9,860-97.6% | $8,919-97.4% | $12,624-98.2% |