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 | $27,977 | $111,754-75.0% | $103,333-72.9% | $145,922-80.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.16% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,684 | $4,212-36.3% | $3,868-30.6% | $4,660-42.4% |
| Participant deferral / active EE | $9,581 | $5,619+70.5% | $5,057+89.4% | $6,688+43.3% |
| Admin fee / account holder | $168 | $9,750-98.3% | $8,355-98.0% | $13,397-98.7% |