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 | $19,090 | $118,450-83.9% | $98,439-80.6% | $139,434-86.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 27.88% | 18.94%+8.9pp | 21.16%+6.7pp | 372.94%-345.1pp |
| Employer contribution / active EE | $3,518 | $3,609-2.5% | $3,048+15.4% | $4,751-25.9% |
| Participant deferral / active EE | $5,493 | $5,392+1.9% | $4,738+15.9% | $6,710-18.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |