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 | $24,755 | $183,519-86.5% | $155,509-84.1% | $145,922-83.0% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 14.89% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,064 | $5,313-23.5% | $4,672-13.0% | $4,660-12.8% |
| Participant deferral / active EE | $6,125 | $6,462-5.2% | $5,626+8.9% | $6,688-8.4% |
| Admin fee / account holder | $81 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |