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 | $33,350 | $175,202-81.0% | $149,673-77.7% | $139,434-76.1% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 19.59% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,876 | $5,474-65.7% | $4,818-61.1% | $4,751-60.5% |
| Participant deferral / active EE | $5,090 | $6,519-21.9% | $5,680-10.4% | $6,710-24.1% |
| Admin fee / account holder | $264 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |