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 | $11,856 | $95,266-87.6% | $82,389-85.6% | $142,382-91.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.32% | 25.74%-7.4pp | 28.67%-10.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,481 | $2,991-50.5% | $2,517-41.2% | $4,299-65.5% |
| Participant deferral / active EE | $1,522 | $4,809-68.3% | $4,155-63.4% | $6,507-76.6% |
| Admin fee / account holder | $67 | $8,563-99.2% | $7,231-99.1% | $12,624-99.5% |