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 | $34,338 | $127,065-73.0% | $113,168-69.7% | $142,382-75.9% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 18.61% | 24.03%-5.4pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,632 | $3,442-23.5% | $2,975-11.5% | $4,299-38.8% |
| Participant deferral / active EE | $4,572 | $5,716-20.0% | $5,107-10.5% | $6,507-29.7% |
| Admin fee / account holder | $210 | $15,736-98.7% | $12,068-98.3% | $12,624-98.3% |