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 | $41,349 | $127,386-67.5% | $115,037-64.1% | $125,391-67.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 9.51% | 31.28%-21.8pp | 26.14%-16.6pp | 282.22%-272.7pp |
| Employer contribution / active EE | $3,212 | $5,166-37.8% | $4,608-30.3% | $4,866-34.0% |
| Participant deferral / active EE | $5,169 | $6,423-19.5% | $6,026-14.2% | $5,352-3.4% |
| Admin fee / account holder | $41 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |