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 | $20,174 | $127,065-84.1% | $113,168-82.2% | $142,382-85.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.35% | 24.03%-3.7pp | 24.27%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,081 | $3,442-39.6% | $2,975-30.1% | $4,299-51.6% |
| Participant deferral / active EE | $3,466 | $5,716-39.4% | $5,107-32.1% | $6,507-46.7% |
| Admin fee / account holder | $121 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |