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 | $177,572-89.8% | $154,803-88.3% | $142,382-87.3% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 16.93% | 65.07%-48.1pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,180 | $4,810-75.5% | $4,305-72.6% | $4,299-72.6% |
| Participant deferral / active EE | $4,535 | $6,272-27.7% | $5,540-18.1% | $6,507-30.3% |
| Admin fee / account holder | $71 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |