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 | $85,432 | $175,202-51.2% | $149,673-42.9% | $139,434-38.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.62% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,219 | $5,474-59.5% | $4,818-53.9% | $4,751-53.3% |
| Participant deferral / active EE | $4,044 | $6,519-38.0% | $5,680-28.8% | $6,710-39.7% |
| Admin fee / account holder | $8 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |