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 | $18,833 | $117,983-84.0% | $101,794-81.5% | $142,382-86.8% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.2%+9.4pp | 80.1%-1.5pp |
| Annual return | 18.80% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,007 | $2,773-27.6% | $2,289-12.3% | $4,299-53.3% |
| Participant deferral / active EE | $2,572 | $4,714-45.4% | $4,084-37.0% | $6,507-60.5% |
| Admin fee / account holder | $292 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |