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 | $21,231 | $79,633-73.3% | $93,789-77.4% | $68,494-69.0% |
| Participation rate | 82.1% | 75.4%+6.8pp | 81.0%+1.2pp | 67.9%+14.3pp |
| Annual return | 69.56% | -0.10%+69.7pp | -11.33%+80.9pp | -7.84%+77.4pp |
| Employer contribution / active EE | $4,137 | $3,665+12.9% | $4,323-4.3% | $2,596+59.3% |
| Participant deferral / active EE | $9,455 | $5,158+83.3% | $6,094+55.1% | $4,027+134.8% |
| Admin fee / account holder | $63 | $6,871-99.1% | $7,195-99.1% | $5,403-98.8% |