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 | $28,756 | $172,111-83.3% | $150,298-80.9% | $137,256-79.0% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 18.82% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,346 | $4,636-71.0% | $4,154-67.6% | $4,156-67.6% |
| Participant deferral / active EE | $3,792 | $6,166-38.5% | $5,453-30.5% | $6,407-40.8% |
| Admin fee / account holder | $82 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |