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 | $28,017 | $154,228-81.8% | $145,433-80.7% | $137,256-79.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.87% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,053 | $4,804-57.3% | $4,554-54.9% | $4,156-50.6% |
| Participant deferral / active EE | $3,960 | $8,216-51.8% | $7,897-49.9% | $6,407-38.2% |
| Admin fee / account holder | $261 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |