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 | $17,116 | $111,754-84.7% | $103,333-83.4% | $145,922-88.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 17.42% | 24.77%-7.3pp | 24.88%-7.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,267 | $4,212-46.2% | $3,868-41.4% | $4,660-51.3% |
| Participant deferral / active EE | $3,977 | $5,619-29.2% | $5,057-21.4% | $6,688-40.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |