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 | $12,238 | $106,515-88.5% | $96,683-87.3% | $139,434-91.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 47.75% | 38.43%+9.3pp | 35.69%+12.1pp | 372.94%-325.2pp |
| Employer contribution / active EE | $1,802 | $4,103-56.1% | $3,737-51.8% | $4,751-62.1% |
| Participant deferral / active EE | $3,455 | $5,454-36.6% | $4,878-29.2% | $6,710-48.5% |
| Admin fee / account holder | $100 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |