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 | $10,623 | $180,749-94.1% | $160,784-93.4% | $137,256-92.3% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 26.19% | 2234.46%-2208.3pp | 1803.92%-1777.7pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,388 | $4,155-66.6% | $3,733-62.8% | $4,156-66.6% |
| Participant deferral / active EE | $2,521 | $6,844-63.2% | $6,293-59.9% | $6,407-60.7% |
| Admin fee / account holder | $21 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |