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 | $28,729 | $148,534-80.7% | $135,903-78.9% | $139,434-79.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.21% | 79.19%-57.0pp | 68.23%-46.0pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,854 | $5,243-64.6% | $4,856-61.8% | $4,751-61.0% |
| Participant deferral / active EE | $5,791 | $8,100-28.5% | $7,758-25.3% | $6,710-13.7% |
| Admin fee / account holder | $193 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |