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 | $25,985 | $112,729-76.9% | $98,716-73.7% | $137,256-81.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.35% | 38.48%-15.1pp | 31.81%-8.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,540 | $2,725-6.8% | $2,279+11.5% | $4,156-38.9% |
| Participant deferral / active EE | $4,415 | $4,640-4.8% | $4,048+9.1% | $6,407-31.1% |
| Admin fee / account holder | $91 | $10,129-99.1% | $8,703-99.0% | $12,270-99.3% |