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 | $23,869 | $106,515-77.6% | $96,683-75.3% | $139,434-82.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 33.36% | 38.43%-5.1pp | 35.69%-2.3pp | 372.94%-339.6pp |
| Employer contribution / active EE | $5,656 | $4,103+37.9% | $3,737+51.4% | $4,751+19.1% |
| Participant deferral / active EE | $13,104 | $5,454+140.3% | $4,878+168.6% | $6,710+95.3% |
| Admin fee / account holder | $56 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |