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 | $13,985 | $108,919-87.2% | $100,391-86.1% | $145,922-90.4% |
| Participation rate | 95.0% | 82.9%+12.1pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 18.91% | 57.88%-39.0pp | 49.20%-30.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,275 | $4,419-71.2% | $3,942-67.7% | $4,660-72.6% |
| Participant deferral / active EE | $3,850 | $8,445-54.4% | $8,082-52.4% | $6,688-42.4% |
| Admin fee / account holder | $213 | $9,689-97.8% | $7,899-97.3% | $13,397-98.4% |