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 | $12,515 | $106,584-88.3% | $101,326-87.6% | $142,382-91.2% |
| Participation rate | 91.3% | 82.7%+8.6pp | 81.5%+9.8pp | 80.1%+11.2pp |
| Annual return | 17.53% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,724 | $8,297-67.2% | $7,994-65.9% | $6,507-58.1% |
| Admin fee / account holder | $246 | $11,446-97.8% | $11,185-97.8% | $12,624-98.0% |