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 | $25,038 | $183,519-86.4% | $155,509-83.9% | $145,922-82.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.95% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,208 | $5,313-39.6% | $4,672-31.3% | $4,660-31.1% |
| Participant deferral / active EE | $3,492 | $6,462-46.0% | $5,626-37.9% | $6,688-47.8% |
| Admin fee / account holder | $161 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |