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 | $87,166-53.5% | $76,735-47.2% | $137,256-70.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.66% | 26.50%-4.8pp | 29.77%-8.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $764 | $2,904-73.7% | $2,454-68.9% | $4,156-81.6% |
| Participant deferral / active EE | $1,660 | $4,726-64.9% | $4,088-59.4% | $6,407-74.1% |
| Admin fee / account holder | $160 | $8,403-98.1% | $7,189-97.8% | $12,270-98.7% |