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 | $24,960 | $117,983-78.8% | $101,794-75.5% | $142,382-82.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 23.13% | 36.92%-13.8pp | 30.53%-7.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,409 | $2,773-49.2% | $2,289-38.5% | $4,299-67.2% |
| Participant deferral / active EE | $2,599 | $4,714-44.9% | $4,084-36.4% | $6,507-60.1% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |