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 | $28,471 | $95,266-70.1% | $82,389-65.4% | $142,382-80.0% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.5%+15.1pp | 80.1%+4.5pp |
| Annual return | 19.90% | 25.74%-5.8pp | 28.67%-8.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,436 | $2,991-18.6% | $2,517-3.2% | $4,299-43.3% |
| Participant deferral / active EE | $3,861 | $4,809-19.7% | $4,155-7.1% | $6,507-40.7% |
| Admin fee / account holder | $15 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |