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 | $21,424 | $100,773-78.7% | $88,946-75.9% | $142,382-85.0% |
| Participation rate | 85.0% | 74.3%+10.7pp | 68.8%+16.2pp | 80.1%+4.9pp |
| Annual return | 17.54% | 70.18%-52.6pp | 57.82%-40.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,939 | $2,918+35.0% | $2,555+54.2% | $4,299-8.4% |
| Participant deferral / active EE | $1,313 | $5,230-74.9% | $4,581-71.3% | $6,507-79.8% |
| Admin fee / account holder | $290 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |