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 | $15,574 | $77,899-80.0% | $149,673-89.6% | $75,163-79.3% |
| Participation rate | 87.8% | 65.6%+22.2pp | 78.8%+9.0pp | 67.2%+20.6pp |
| Annual return | 35.63% | 31.72%+3.9pp | 134.42%-98.8pp | 160.62%-125.0pp |
| Employer contribution / active EE | $3,092 | $3,137-1.5% | $4,818-35.8% | $2,670+15.8% |
| Participant deferral / active EE | $5,108 | $3,411+49.8% | $5,680-10.1% | $4,125+23.8% |
| Admin fee / account holder | $23 | $5,956-99.6% | $13,210-99.8% | $5,651-99.6% |