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 | $13,508 | $111,754-87.9% | $103,333-86.9% | $145,922-90.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 11.12% | 24.77%-13.6pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,115 | $4,212-73.5% | $3,868-71.2% | $4,660-76.1% |
| Participant deferral / active EE | $5,514 | $5,619-1.9% | $5,057+9.0% | $6,688-17.6% |
| Admin fee / account holder | $126 | $9,750-98.7% | $8,355-98.5% | $13,397-99.1% |