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 | $19,333 | $159,901-87.9% | $146,958-86.8% | $145,922-86.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 18.49% | 98.13%-79.6pp | 418.34%-399.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,849 | $5,286-65.0% | $4,933-62.5% | $4,660-60.3% |
| Participant deferral / active EE | $6,923 | $8,428-17.9% | $8,070-14.2% | $6,688+3.5% |
| Admin fee / account holder | $74 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |