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 | $23,997 | $133,922-82.1% | $116,228-79.4% | $142,382-83.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.72% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,254 | $3,446-34.6% | $2,994-24.7% | $4,299-47.6% |
| Participant deferral / active EE | $2,254 | $5,672-60.3% | $4,953-54.5% | $6,507-65.4% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |