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 | $12,649 | $111,535-88.7% | $105,223-88.0% | $137,256-90.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 31.98% | 237.85%-205.9pp | 180.65%-148.7pp | 220.34%-188.4pp |
| Employer contribution / active EE | $1,835 | $3,939-53.4% | $3,689-50.3% | $4,156-55.9% |
| Participant deferral / active EE | $2,533 | $5,500-53.9% | $5,072-50.0% | $6,407-60.5% |
| Admin fee / account holder | $42 | $9,721-99.6% | $8,859-99.5% | $12,270-99.7% |