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 | $21,643 | $77,899-72.2% | $149,673-85.5% | $75,163-71.2% |
| Participation rate | 84.1% | 65.6%+18.5pp | 78.8%+5.3pp | 67.2%+16.9pp |
| Annual return | 46.81% | 31.72%+15.1pp | 134.42%-87.6pp | 160.62%-113.8pp |
| Employer contribution / active EE | $2,368 | $3,137-24.5% | $4,818-50.8% | $2,670-11.3% |
| Participant deferral / active EE | $4,688 | $3,411+37.4% | $5,680-17.5% | $4,125+13.6% |
| Admin fee / account holder | $214 | $5,956-96.4% | $13,210-98.4% | $5,651-96.2% |