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 | $172,111-91.2% | $150,298-89.9% | $137,256-88.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 24.87% | 69.37%-44.5pp | 62.79%-37.9pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,792 | $4,636-61.3% | $4,154-56.9% | $4,156-56.9% |
| Participant deferral / active EE | $2,128 | $6,166-65.5% | $5,453-61.0% | $6,407-66.8% |
| Admin fee / account holder | $105 | $16,471-99.4% | $14,116-99.3% | $12,270-99.1% |