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 6-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 | $13,975 | $96,956-85.6% | $70,014-80.0% | $273,961-94.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.03% | 12.93%-7.9pp | 12.99%-8.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,332 | $3,316-59.8% | $2,338-43.0% | $4,869-72.6% |
| Participant deferral / active EE | $1,291 | $3,744-65.5% | $2,931-55.9% | $5,287-75.6% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |