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 | $12,481 | $80,717-84.5% | $154,803-91.9% | $84,808-85.3% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.2pp | 68.3%+22.0pp |
| Annual return | 44.75% | 37.96%+6.8pp | 58.88%-14.1pp | 40.90%+3.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,695 | $3,303-18.4% | $5,540-51.4% | $4,212-36.0% |
| Admin fee / account holder | $289 | $6,746-95.7% | $14,329-98.0% | $7,344-96.1% |