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 | $42,322 | $74,888-43.5% | $71,209-40.6% | $142,382-70.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.73% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,886 | $2,854-33.9% | $2,721-30.7% | $4,299-56.1% |
| Participant deferral / active EE | $2,435 | $4,454-45.3% | $4,175-41.7% | $6,507-62.6% |
| Admin fee / account holder | $2 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |