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 | $13,394 | $117,983-88.6% | $101,794-86.8% | $142,382-90.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 22.00% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,758 | $2,773-0.5% | $2,289+20.5% | $4,299-35.8% |
| Participant deferral / active EE | $3,226 | $4,714-31.6% | $4,084-21.0% | $6,507-50.4% |
| Admin fee / account holder | $77 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |