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 3-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 | $20,501 | $114,381-82.1% | $107,525-80.9% | $142,382-85.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 25.61% | 242.71%-217.1pp | 181.32%-155.7pp | 217.08%-191.5pp |
| Employer contribution / active EE | $2,566 | $4,015-36.1% | $3,754-31.6% | $4,299-40.3% |
| Participant deferral / active EE | $4,165 | $5,564-25.2% | $5,116-18.6% | $6,507-36.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |