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 | $36,355 | $159,901-77.3% | $146,958-75.3% | $145,922-75.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 26.60% | 98.13%-71.5pp | 418.34%-391.7pp | 561.29%-534.7pp |
| Employer contribution / active EE | $2,676 | $5,286-49.4% | $4,933-45.8% | $4,660-42.6% |
| Participant deferral / active EE | $7,404 | $8,428-12.2% | $8,070-8.3% | $6,688+10.7% |
| Admin fee / account holder | $19 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |