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 | $28,135 | $179,726-84.3% | $156,263-82.0% | $142,382-80.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 25.73% | 77.86%-52.1pp | 59.47%-33.7pp | 217.08%-191.4pp |
| Employer contribution / active EE | $2,261 | $5,069-55.4% | $4,333-47.8% | $4,299-47.4% |
| Participant deferral / active EE | $4,810 | $6,956-30.9% | $6,158-21.9% | $6,507-26.1% |
| Admin fee / account holder | $6 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |