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 3-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 | $18,095 | $172,111-89.5% | $150,298-88.0% | $137,256-86.8% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 16.93% | 69.37%-52.4pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,180 | $4,636-74.6% | $4,154-71.6% | $4,156-71.6% |
| Participant deferral / active EE | $4,535 | $6,166-26.4% | $5,453-16.8% | $6,407-29.2% |
| Admin fee / account holder | $71 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |