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 | $19,440 | $69,207-71.9% | $64,056-69.7% | $139,434-86.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 18.15% | 45.88%-27.7pp | 33.69%-15.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,447 | $3,182-23.1% | $2,747-10.9% | $4,751-48.5% |
| Participant deferral / active EE | $4,625 | $4,682-1.2% | $3,880+19.2% | $6,710-31.1% |
| Admin fee / account holder | $32 | $4,244-99.2% | $3,068-98.9% | $11,403-99.7% |