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 | $17,470 | $111,754-84.4% | $103,333-83.1% | $145,922-88.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 16.13% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,542 | $4,212-63.4% | $3,868-60.1% | $4,660-66.9% |
| Participant deferral / active EE | $1,876 | $5,619-66.6% | $5,057-62.9% | $6,688-71.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |