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 | $111,535-85.0% | $105,223-84.1% | $137,256-87.8% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 22.06% | 237.85%-215.8pp | 180.65%-158.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,579 | $3,939-59.9% | $3,689-57.2% | $4,156-62.0% |
| Participant deferral / active EE | $1,579 | $5,500-71.3% | $5,072-68.9% | $6,407-75.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |