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 | $15,149 | $80,717-81.2% | $154,803-90.2% | $84,808-82.1% |
| Participation rate | 84.2% | 66.8%+17.4pp | 78.1%+6.1pp | 68.3%+15.9pp |
| Annual return | 23.10% | 37.96%-14.9pp | 58.88%-35.8pp | 40.90%-17.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,205 | $3,303-3.0% | $5,540-42.1% | $4,212-23.9% |
| Admin fee / account holder | $100 | $6,746-98.5% | $14,329-99.3% | $7,344-98.6% |