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 | $19,506 | $105,126-81.4% | $94,646-79.4% | $139,434-86.0% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 33.34% | 38.03%-4.7pp | 156.71%-123.4pp | 372.94%-339.6pp |
| Employer contribution / active EE | $2,220 | $4,106-45.9% | $3,672-39.5% | $4,751-53.3% |
| Participant deferral / active EE | $8,214 | $7,599+8.1% | $7,418+10.7% | $6,710+22.4% |
| Admin fee / account holder | $21 | $8,984-99.8% | $7,231-99.7% | $11,403-99.8% |