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 | $26,968 | $100,773-73.2% | $88,946-69.7% | $142,382-81.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 23.87% | 70.18%-46.3pp | 57.82%-34.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,359 | $2,918-19.2% | $2,555-7.7% | $4,299-45.1% |
| Participant deferral / active EE | $3,762 | $5,230-28.1% | $4,581-17.9% | $6,507-42.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |