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 | $183,592-84.1% | $155,567-81.2% | $145,959-80.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.23% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,840 | $5,315-65.4% | $4,674-60.6% | $4,661-60.5% |
| Participant deferral / active EE | $3,747 | $6,464-42.0% | $5,628-33.4% | $6,689-44.0% |
| Admin fee / account holder | $102 | $19,318-99.5% | $15,916-99.4% | $13,398-99.2% |