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 | $28,483 | $214,378-86.7% | $200,582-85.8% | $142,382-80.0% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 80.26% | 46.41%+33.9pp | 42.33%+37.9pp | 217.08%-136.8pp |
| Employer contribution / active EE | $2,490 | $6,841-63.6% | $6,419-61.2% | $4,299-42.1% |
| Participant deferral / active EE | $3,812 | $9,865-61.4% | $9,331-59.2% | $6,507-41.4% |
| Admin fee / account holder | $269 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |