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 | $17,782 | $110,261-83.9% | $95,745-81.4% | $139,434-87.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.09% | 27.11%-5.0pp | 28.35%-6.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,967 | $3,257-39.6% | $2,835-30.6% | $4,751-58.6% |
| Participant deferral / active EE | $2,618 | $4,676-44.0% | $4,245-38.3% | $6,710-61.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |