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 | $40,471 | $70,756-42.8% | $65,493-38.2% | $142,382-71.6% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 17.81% | 1754.89%-1737.1pp | 982.45%-964.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,635 | $2,881-43.3% | $2,574-36.5% | $4,299-62.0% |
| Participant deferral / active EE | $6,803 | $4,637+46.7% | $3,961+71.8% | $6,507+4.5% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |