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 | $124,425-82.1% | $112,040-80.1% | $137,256-83.7% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 21.59% | 24.72%-3.1pp | 24.52%-2.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $847 | $3,411-75.2% | $2,954-71.3% | $4,156-79.6% |
| Participant deferral / active EE | $4,583 | $5,718-19.9% | $5,098-10.1% | $6,407-28.5% |
| Admin fee / account holder | $75 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |