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 | $32,685 | $111,754-70.8% | $103,333-68.4% | $145,922-77.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.92% | 24.77%-4.9pp | 24.88%-5.0pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,864 | $4,212-32.0% | $3,868-25.9% | $4,660-38.5% |
| Participant deferral / active EE | $9,135 | $5,619+62.6% | $5,057+80.6% | $6,688+36.6% |
| Admin fee / account holder | $213 | $9,750-97.8% | $8,355-97.5% | $13,397-98.4% |