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 | $79,028 | $104,974-24.7% | $95,585-17.3% | $142,382-44.5% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 23.33% | 210.33%-187.0pp | 38.56%-15.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,037 | $2,779-26.7% | $2,527-19.4% | $4,299-52.6% |
| Participant deferral / active EE | $9,054 | $4,352+108.0% | $4,023+125.1% | $6,507+39.1% |
| Admin fee / account holder | $76 | $6,386-98.8% | $6,127-98.8% | $12,624-99.4% |