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 | $32,403 | $111,754-71.0% | $103,333-68.6% | $145,922-77.8% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 15.23% | 24.77%-9.5pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,300 | $4,212-21.7% | $3,868-14.7% | $4,660-29.2% |
| Participant deferral / active EE | $8,701 | $5,619+54.9% | $5,057+72.1% | $6,688+30.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |