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 6-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 | $13,831 | $133,958-89.7% | $112,228-87.7% | $134,475-89.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | 94.90% | 47.11%+47.8pp | 27.45%+67.5pp | 417.96%-323.1pp |
| Employer contribution / active EE | $2,115 | $4,038-47.6% | $3,635-41.8% | $4,740-55.4% |
| Participant deferral / active EE | $3,152 | $5,291-40.4% | $4,728-33.3% | $6,400-50.8% |
| Admin fee / account holder | $136 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |