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 | $11,136 | $95,266-88.3% | $82,389-86.5% | $142,382-92.2% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 25.63% | 25.74%-0.1pp | 28.67%-3.0pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,233 | $2,991-58.8% | $2,517-51.0% | $4,299-71.3% |
| Participant deferral / active EE | $2,495 | $4,809-48.1% | $4,155-39.9% | $6,507-61.7% |
| Admin fee / account holder | $177 | $8,563-97.9% | $7,231-97.6% | $12,624-98.6% |