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 | $36,122 | $179,726-79.9% | $156,263-76.9% | $142,382-74.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.64% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,419 | $5,069-52.3% | $4,333-44.2% | $4,299-43.7% |
| Participant deferral / active EE | $8,111 | $6,956+16.6% | $6,158+31.7% | $6,507+24.6% |
| Admin fee / account holder | $12 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |