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 | $31,786 | $117,983-73.1% | $101,794-68.8% | $142,382-77.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 20.57% | 36.92%-16.4pp | 30.53%-10.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,330 | $2,773-16.0% | $2,289+1.8% | $4,299-45.8% |
| Participant deferral / active EE | $3,927 | $4,714-16.7% | $4,084-3.8% | $6,507-39.6% |
| Admin fee / account holder | $129 | $10,433-98.8% | $8,777-98.5% | $12,624-99.0% |