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 | $35,060 | $111,754-68.6% | $103,333-66.1% | $145,922-76.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.79% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,685 | $4,212-36.3% | $3,868-30.6% | $4,660-42.4% |
| Participant deferral / active EE | $4,296 | $5,619-23.5% | $5,057-15.1% | $6,688-35.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |