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 | $18,223 | $74,888-75.7% | $71,209-74.4% | $142,382-87.2% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.1%+4.1pp |
| Annual return | 24.46% | 345.14%-320.7pp | 282.51%-258.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,191 | $2,854-58.3% | $2,721-56.2% | $4,299-72.3% |
| Participant deferral / active EE | $3,649 | $4,454-18.1% | $4,175-12.6% | $6,507-43.9% |
| Admin fee / account holder | $173 | $5,568-96.9% | $5,349-96.8% | $12,624-98.6% |