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 6-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 | $30,205 | $111,814-73.0% | $103,374-70.8% | $145,959-79.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.51% | 24.77%-6.3pp | 24.89%-6.4pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,932 | $4,214-54.2% | $3,869-50.1% | $4,661-58.6% |
| Participant deferral / active EE | $4,074 | $5,618-27.5% | $5,058-19.5% | $6,689-39.1% |
| Admin fee / account holder | $101 | $9,754-99.0% | $8,394-98.8% | $13,398-99.2% |