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 | $16,700 | $114,381-85.4% | $107,525-84.5% | $142,382-88.3% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 22.06% | 242.71%-220.6pp | 181.32%-159.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,579 | $4,015-60.7% | $3,754-57.9% | $4,299-63.3% |
| Participant deferral / active EE | $1,579 | $5,564-71.6% | $5,116-69.1% | $6,507-75.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |