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 | $22,283 | $111,754-80.1% | $103,333-78.4% | $145,922-84.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.43% | 24.77%-7.3pp | 24.88%-7.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,555 | $4,212-15.6% | $3,868-8.1% | $4,660-23.7% |
| Participant deferral / active EE | $7,007 | $5,619+24.7% | $5,057+38.6% | $6,688+4.8% |
| Admin fee / account holder | $81 | $9,750-99.2% | $8,355-99.0% | $13,397-99.4% |