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 | $19,270 | $148,534-87.0% | $135,903-85.8% | $139,434-86.2% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 67.93% | 79.19%-11.3pp | 68.23%-0.3pp | 372.94%-305.0pp |
| Employer contribution / active EE | $3,715 | $5,243-29.1% | $4,856-23.5% | $4,751-21.8% |
| Participant deferral / active EE | $6,255 | $8,100-22.8% | $7,758-19.4% | $6,710-6.8% |
| Admin fee / account holder | $156 | $12,400-98.7% | $10,762-98.6% | $11,403-98.6% |