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 | $124,425-72.4% | $112,040-69.4% | $137,256-75.0% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 18.61% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,632 | $3,411-22.9% | $2,954-10.9% | $4,156-36.7% |
| Participant deferral / active EE | $4,572 | $5,718-20.0% | $5,098-10.3% | $6,407-28.6% |
| Admin fee / account holder | $210 | $15,207-98.6% | $12,098-98.3% | $12,270-98.3% |