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 | $26,386 | $154,228-82.9% | $145,433-81.9% | $137,256-80.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 20.34% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,393 | $4,804-50.2% | $4,554-47.5% | $4,156-42.4% |
| Participant deferral / active EE | $7,340 | $8,216-10.7% | $7,897-7.1% | $6,407+14.6% |
| Admin fee / account holder | $160 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |