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 | $30,405 | $95,266-68.1% | $82,389-63.1% | $142,382-78.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.90% | 25.74%-5.8pp | 28.67%-8.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,732 | $2,991-42.1% | $2,517-31.2% | $4,299-59.7% |
| Participant deferral / active EE | $2,780 | $4,809-42.2% | $4,155-33.1% | $6,507-57.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |