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 | $24,910 | $117,983-78.9% | $101,794-75.5% | $142,382-82.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.59% | 36.92%-15.3pp | 30.53%-8.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,038 | $2,773-62.6% | $2,289-54.7% | $4,299-75.9% |
| Participant deferral / active EE | $1,817 | $4,714-61.5% | $4,084-55.5% | $6,507-72.1% |
| Admin fee / account holder | $95 | $10,433-99.1% | $8,777-98.9% | $12,624-99.3% |