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 3-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 | $38,772 | $111,754-65.3% | $103,333-62.5% | $145,922-73.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.57% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,650 | $4,212-37.1% | $3,868-31.5% | $4,660-43.1% |
| Participant deferral / active EE | $3,070 | $5,619-45.4% | $5,057-39.3% | $6,688-54.1% |
| Admin fee / account holder | $154 | $9,750-98.4% | $8,355-98.2% | $13,397-98.9% |