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 | $13,729 | $51,175-73.2% | $70,515-80.5% | $75,163-81.7% |
| Participation rate | 74.1% | 60.9%+13.1pp | 68.3%+5.7pp | 67.2%+6.9pp |
| Annual return | 28.41% | 30.02%-1.6pp | 32.77%-4.4pp | 160.62%-132.2pp |
| Employer contribution / active EE | $2,333 | $1,826+27.8% | $2,973-21.5% | $2,670-12.6% |
| Participant deferral / active EE | $3,070 | $2,849+7.8% | $4,567-32.8% | $4,125-25.6% |
| Admin fee / account holder | $72 | $4,091-98.2% | $6,412-98.9% | $5,651-98.7% |