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 | $20,607 | $114,381-82.0% | $107,525-80.8% | $142,382-85.5% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 13.36% | 242.71%-229.3pp | 181.32%-168.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,674 | $4,015-58.3% | $3,754-55.4% | $4,299-61.1% |
| Participant deferral / active EE | $2,539 | $5,564-54.4% | $5,116-50.4% | $6,507-61.0% |
| Admin fee / account holder | $94 | $9,860-99.0% | $8,919-98.9% | $12,624-99.3% |