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 6-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 | $24,315 | $112,729-78.4% | $98,716-75.4% | $137,256-82.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.35% | 38.48%-17.1pp | 31.81%-10.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,536 | $2,725-43.7% | $2,279-32.6% | $4,156-63.1% |
| Participant deferral / active EE | $1,996 | $4,640-57.0% | $4,048-50.7% | $6,407-68.9% |
| Admin fee / account holder | $2 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |