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 | $11,933 | $104,974-88.6% | $95,585-87.5% | $142,382-91.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 27.30% | 210.33%-183.0pp | 38.56%-11.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,541 | $2,779-44.6% | $2,527-39.0% | $4,299-64.2% |
| Participant deferral / active EE | $2,376 | $4,352-45.4% | $4,023-40.9% | $6,507-63.5% |
| Admin fee / account holder | $3 | $6,386-99.9% | $6,127-99.9% | $12,624-100.0% |