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 | $13,526 | $106,515-87.3% | $96,683-86.0% | $139,434-90.3% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 21.79% | 38.43%-16.6pp | 35.69%-13.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,221 | $4,103-70.2% | $3,737-67.3% | $4,751-74.3% |
| Participant deferral / active EE | $1,972 | $5,454-63.8% | $4,878-59.6% | $6,710-70.6% |
| Admin fee / account holder | $24 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |