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 | $22,796 | $106,515-78.6% | $96,683-76.4% | $139,434-83.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 34.31% | 38.43%-4.1pp | 35.69%-1.4pp | 372.94%-338.6pp |
| Employer contribution / active EE | $4,206 | $4,103+2.5% | $3,737+12.6% | $4,751-11.5% |
| Participant deferral / active EE | $8,505 | $5,454+55.9% | $4,878+74.4% | $6,710+26.7% |
| Admin fee / account holder | $78 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |