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 | $8,843 | $51,175-82.7% | $70,515-87.5% | $75,163-88.2% |
| Participation rate | 88.1% | 60.9%+27.2pp | 68.3%+19.7pp | 67.2%+20.9pp |
| Annual return | 27.21% | 30.02%-2.8pp | 32.77%-5.6pp | 160.62%-133.4pp |
| Employer contribution / active EE | $1,520 | $1,826-16.8% | $2,973-48.9% | $2,670-43.1% |
| Participant deferral / active EE | $2,517 | $2,849-11.6% | $4,567-44.9% | $4,125-39.0% |
| Admin fee / account holder | $219 | $4,091-94.6% | $6,412-96.6% | $5,651-96.1% |