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 | $24,414 | $95,266-74.4% | $82,389-70.4% | $142,382-82.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.78% | 25.74%-3.0pp | 28.67%-5.9pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,414 | $2,991-19.3% | $2,517-4.1% | $4,299-43.9% |
| Participant deferral / active EE | $4,911 | $4,809+2.1% | $4,155+18.2% | $6,507-24.5% |
| Admin fee / account holder | $26 | $8,563-99.7% | $7,231-99.6% | $12,624-99.8% |