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 | $17,904 | $133,922-86.6% | $116,228-84.6% | $142,382-87.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.84% | 147.76%-130.9pp | 90.06%-73.2pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,908 | $3,446-44.6% | $2,994-36.3% | $4,299-55.6% |
| Participant deferral / active EE | $3,050 | $5,672-46.2% | $4,953-38.4% | $6,507-53.1% |
| Admin fee / account holder | $109 | $14,945-99.3% | $11,989-99.1% | $12,624-99.1% |