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 | $38,180 | $111,754-65.8% | $103,333-63.1% | $145,922-73.8% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 18.82% | 24.77%-6.0pp | 24.88%-6.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,614 | $4,212-38.0% | $3,868-32.4% | $4,660-43.9% |
| Participant deferral / active EE | $8,690 | $5,619+54.7% | $5,057+71.8% | $6,688+29.9% |
| Admin fee / account holder | $270 | $9,750-97.2% | $8,355-96.8% | $13,397-98.0% |