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 | $21,803 | $106,584-79.5% | $101,326-78.5% | $142,382-84.7% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 22.04% | 36.93%-14.9pp | 36.82%-14.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,301 | $3,956-41.8% | $3,665-37.2% | $4,299-46.5% |
| Participant deferral / active EE | $4,115 | $8,297-50.4% | $7,994-48.5% | $6,507-36.8% |
| Admin fee / account holder | $266 | $11,446-97.7% | $11,185-97.6% | $12,624-97.9% |