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 | $22,918 | $104,974-78.2% | $95,585-76.0% | $142,382-83.9% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 23.66% | 210.33%-186.7pp | 38.56%-14.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,802 | $2,779-35.1% | $2,527-28.7% | $4,299-58.1% |
| Participant deferral / active EE | $2,996 | $4,352-31.2% | $4,023-25.5% | $6,507-54.0% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |