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 | $76,407-83.7% | $150,298-91.7% | $82,448-84.9% |
| Participation rate | 90.3% | 66.4%+23.9pp | 77.8%+12.5pp | 68.1%+22.2pp |
| Annual return | 44.75% | 39.99%+4.8pp | 62.79%-18.0pp | 41.64%+3.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,695 | $3,214-16.1% | $5,453-50.6% | $4,139-34.9% |
| Admin fee / account holder | $289 | $6,352-95.4% | $14,116-98.0% | $7,234-96.0% |