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 | $26,886 | $172,111-84.4% | $150,298-82.1% | $137,256-80.4% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 15.82% | 69.37%-53.5pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,590 | $4,636-65.7% | $4,154-61.7% | $4,156-61.7% |
| Participant deferral / active EE | $5,424 | $6,166-12.0% | $5,453-0.5% | $6,407-15.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |