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 | $32,728 | $97,125-66.3% | $86,233-62.0% | $137,256-76.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.78% | 74.19%-48.4pp | 61.39%-35.6pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,200 | $2,841-57.8% | $2,504-52.1% | $4,156-71.1% |
| Participant deferral / active EE | $6,000 | $5,180+15.8% | $4,559+31.6% | $6,407-6.3% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |