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 | $17,432 | $110,261-84.2% | $95,745-81.8% | $139,434-87.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 27.08% | 27.11%0pp | 28.35%-1.3pp | 372.94%-345.9pp |
| Employer contribution / active EE | $1,524 | $3,257-53.2% | $2,835-46.2% | $4,751-67.9% |
| Participant deferral / active EE | $7,462 | $4,676+59.6% | $4,245+75.8% | $6,710+11.2% |
| Admin fee / account holder | $114 | $6,613-98.3% | $5,678-98.0% | $11,403-99.0% |