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 | $20,082 | $99,877-79.9% | $84,966-76.4% | $145,922-86.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.69% | 83.76%-69.1pp | 66.38%-51.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,313 | $3,231-28.4% | $2,727-15.2% | $4,660-50.4% |
| Participant deferral / active EE | $3,873 | $5,291-26.8% | $4,519-14.3% | $6,688-42.1% |
| Admin fee / account holder | $84 | $7,248-98.8% | $6,149-98.6% | $13,397-99.4% |