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 6-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 | $18,934 | $177,572-89.3% | $154,803-87.8% | $142,382-86.7% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 24.28% | 65.07%-40.8pp | 58.88%-34.6pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,367 | $4,810-50.8% | $4,305-45.0% | $4,299-44.9% |
| Participant deferral / active EE | $4,387 | $6,272-30.1% | $5,540-20.8% | $6,507-32.6% |
| Admin fee / account holder | $250 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |