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 3-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 | $19,072 | $104,974-81.8% | $95,585-80.0% | $142,382-86.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 19.87% | 210.33%-190.5pp | 38.56%-18.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,909 | $2,779-31.3% | $2,527-24.4% | $4,299-55.6% |
| Participant deferral / active EE | $2,367 | $4,352-45.6% | $4,023-41.1% | $6,507-63.6% |
| Admin fee / account holder | $1 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |