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 3-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 | $13,675 | $117,983-88.4% | $101,794-86.6% | $142,382-90.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 23.89% | 36.92%-13.0pp | 30.53%-6.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,665 | $2,773-40.0% | $2,289-27.3% | $4,299-61.3% |
| Participant deferral / active EE | $3,233 | $4,714-31.4% | $4,084-20.8% | $6,507-50.3% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |