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 | $16,479 | $172,111-90.4% | $150,298-89.0% | $137,256-88.0% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 24.30% | 69.37%-45.1pp | 62.79%-38.5pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,367 | $4,636-49.0% | $4,154-43.0% | $4,156-43.1% |
| Participant deferral / active EE | $3,445 | $6,166-44.1% | $5,453-36.8% | $6,407-46.2% |
| Admin fee / account holder | $140 | $16,471-99.1% | $14,116-99.0% | $12,270-98.9% |