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 | $40,491 | $95,266-57.5% | $82,389-50.9% | $142,382-71.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.66% | 25.74%-4.1pp | 28.67%-7.0pp | 217.08%-195.4pp |
| Employer contribution / active EE | $764 | $2,991-74.5% | $2,517-69.6% | $4,299-82.2% |
| Participant deferral / active EE | $1,660 | $4,809-65.5% | $4,155-60.0% | $6,507-74.5% |
| Admin fee / account holder | $160 | $8,563-98.1% | $7,231-97.8% | $12,624-98.7% |