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 | $19,979 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 17.67% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,335 | $4,961-73.1% | $4,693-71.6% | $4,299-68.9% |
| Participant deferral / active EE | $3,682 | $8,310-55.7% | $7,997-54.0% | $6,507-43.4% |
| Admin fee / account holder | $97 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |