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 | $7,957 | $95,266-91.6% | $82,389-90.3% | $142,382-94.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 23.43% | 25.74%-2.3pp | 28.67%-5.2pp | 217.08%-193.6pp |
| Employer contribution / active EE | $782 | $2,991-73.9% | $2,517-68.9% | $4,299-81.8% |
| Participant deferral / active EE | $1,099 | $4,809-77.1% | $4,155-73.5% | $6,507-83.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |