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 | $16,903 | $183,519-90.8% | $155,509-89.1% | $145,922-88.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 17.22% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,813 | $5,313-65.9% | $4,672-61.2% | $4,660-61.1% |
| Participant deferral / active EE | $8,293 | $6,462+28.3% | $5,626+47.4% | $6,688+24.0% |
| Admin fee / account holder | $100 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |