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 | $32,192 | $159,901-79.9% | $146,958-78.1% | $145,922-77.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 19.90% | 98.13%-78.2pp | 418.34%-398.4pp | 561.29%-541.4pp |
| Employer contribution / active EE | $5,016 | $5,286-5.1% | $4,933+1.7% | $4,660+7.7% |
| Participant deferral / active EE | $13,607 | $8,428+61.4% | $8,070+68.6% | $6,688+103.5% |
| Admin fee / account holder | $39 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |