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 3-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 | $25,517 | $111,754-77.2% | $103,333-75.3% | $145,922-82.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 29.90% | 24.77%+5.1pp | 24.88%+5.0pp | 561.29%-531.4pp |
| Employer contribution / active EE | $1,931 | $4,212-54.2% | $3,868-50.1% | $4,660-58.6% |
| Participant deferral / active EE | $14,908 | $5,619+165.3% | $5,057+194.8% | $6,688+122.9% |
| Admin fee / account holder | $73 | $9,750-99.2% | $8,355-99.1% | $13,397-99.5% |