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 | $117,983-79.4% | $101,794-76.1% | $142,382-82.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.35% | 36.92%-15.6pp | 30.53%-9.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,536 | $2,773-44.6% | $2,289-32.9% | $4,299-64.3% |
| Participant deferral / active EE | $1,996 | $4,714-57.7% | $4,084-51.1% | $6,507-69.3% |
| Admin fee / account holder | $2 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |