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 | $29,575 | $97,125-69.5% | $86,233-65.7% | $137,256-78.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.93% | 74.19%-49.3pp | 61.39%-36.5pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,920 | $2,841-32.4% | $2,504-23.3% | $4,156-53.8% |
| Participant deferral / active EE | $2,800 | $5,180-45.9% | $4,559-38.6% | $6,407-56.3% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |