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 | $11,544 | $111,535-89.6% | $105,223-89.0% | $137,256-91.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 25.14% | 237.85%-212.7pp | 180.65%-155.5pp | 220.34%-195.2pp |
| Employer contribution / active EE | $2,631 | $3,939-33.2% | $3,689-28.7% | $4,156-36.7% |
| Participant deferral / active EE | $4,765 | $5,500-13.4% | $5,072-6.0% | $6,407-25.6% |
| Admin fee / account holder | $22 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |