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 | $23,984 | $112,729-78.7% | $98,716-75.7% | $137,256-82.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 23.01% | 38.48%-15.5pp | 31.81%-8.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,421 | $2,725-47.9% | $2,279-37.7% | $4,156-65.8% |
| Participant deferral / active EE | $2,098 | $4,640-54.8% | $4,048-48.2% | $6,407-67.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |