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 | $11,665 | $81,248-85.6% | $155,509-92.5% | $80,856-85.6% |
| Participation rate | 91.2% | 66.2%+24.9pp | 78.2%+13.0pp | 67.6%+23.5pp |
| Annual return | 17.80% | 33.31%-15.5pp | 64.67%-46.9pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,955 | $3,100-37.0% | $4,672-58.2% | $2,755-29.0% |
| Participant deferral / active EE | $3,036 | $3,452-12.0% | $5,626-46.0% | $4,296-29.3% |
| Admin fee / account holder | $109 | $7,997-98.6% | $15,912-99.3% | $6,918-98.4% |