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 | $35,101 | $177,572-80.2% | $154,803-77.3% | $142,382-75.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.60% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,142 | $4,810-55.5% | $4,305-50.2% | $4,299-50.2% |
| Participant deferral / active EE | $5,240 | $6,272-16.5% | $5,540-5.4% | $6,507-19.5% |
| Admin fee / account holder | $129 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |