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 | $29,259 | $183,519-84.1% | $155,509-81.2% | $145,922-79.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.23% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,840 | $5,313-65.4% | $4,672-60.6% | $4,660-60.5% |
| Participant deferral / active EE | $3,747 | $6,462-42.0% | $5,626-33.4% | $6,688-44.0% |
| Admin fee / account holder | $102 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |