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 | $22,333 | $127,065-82.4% | $113,168-80.3% | $142,382-84.3% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 21.59% | 24.03%-2.4pp | 24.27%-2.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $847 | $3,442-75.4% | $2,975-71.5% | $4,299-80.3% |
| Participant deferral / active EE | $4,583 | $5,716-19.8% | $5,107-10.3% | $6,507-29.6% |
| Admin fee / account holder | $75 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |