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 | $21,358 | $148,534-85.6% | $135,903-84.3% | $139,434-84.7% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 32.76% | 79.19%-46.4pp | 68.23%-35.5pp | 372.94%-340.2pp |
| Employer contribution / active EE | $1,916 | $5,243-63.5% | $4,856-60.6% | $4,751-59.7% |
| Participant deferral / active EE | $6,913 | $8,100-14.7% | $7,758-10.9% | $6,710+3.0% |
| Admin fee / account holder | $67 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |