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 | $27,652 | $175,202-84.2% | $149,673-81.5% | $139,434-80.2% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 22.61% | 166.71%-144.1pp | 134.42%-111.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,322 | $5,474-39.3% | $4,818-31.0% | $4,751-30.1% |
| Participant deferral / active EE | $7,068 | $6,519+8.4% | $5,680+24.4% | $6,710+5.3% |
| Admin fee / account holder | $105 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |