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 | $31,906 | $177,572-82.0% | $154,803-79.4% | $142,382-77.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 24.99% | 65.07%-40.1pp | 58.88%-33.9pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,279 | $4,810-52.6% | $4,305-47.1% | $4,299-47.0% |
| Participant deferral / active EE | $7,212 | $6,272+15.0% | $5,540+30.2% | $6,507+10.8% |
| Admin fee / account holder | $78 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |