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 3-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 | $29,953 | $133,922-77.6% | $116,228-74.2% | $142,382-79.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 35.55% | 147.76%-112.2pp | 90.06%-54.5pp | 217.08%-181.5pp |
| Employer contribution / active EE | $1,527 | $3,446-55.7% | $2,994-49.0% | $4,299-64.5% |
| Participant deferral / active EE | $9,125 | $5,672+60.9% | $4,953+84.2% | $6,507+40.2% |
| Admin fee / account holder | $211 | $14,945-98.6% | $11,989-98.2% | $12,624-98.3% |