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 | $16,564 | $70,756-76.6% | $65,493-74.7% | $142,382-88.4% |
| Participation rate | 93.3% | 77.4%+16.0pp | 73.1%+20.2pp | 80.1%+13.2pp |
| Annual return | 20.97% | 1754.89%-1733.9pp | 982.45%-961.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $740 | $2,881-74.3% | $2,574-71.3% | $4,299-82.8% |
| Participant deferral / active EE | $2,323 | $4,637-49.9% | $3,961-41.4% | $6,507-64.3% |
| Admin fee / account holder | $64 | $6,559-99.0% | $5,028-98.7% | $12,624-99.5% |