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 | $15,170 | $177,572-91.5% | $154,803-90.2% | $142,382-89.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 24.87% | 65.07%-40.2pp | 58.88%-34.0pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,792 | $4,810-62.7% | $4,305-58.4% | $4,299-58.3% |
| Participant deferral / active EE | $2,128 | $6,272-66.1% | $5,540-61.6% | $6,507-67.3% |
| Admin fee / account holder | $105 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |