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 | $17,612 | $72,071-75.6% | $68,368-74.2% | $137,256-87.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 23.22% | 353.14%-329.9pp | 292.57%-269.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,068 | $2,788-25.8% | $2,649-21.9% | $4,156-50.2% |
| Participant deferral / active EE | $1,922 | $4,410-56.4% | $4,123-53.4% | $6,407-70.0% |
| Admin fee / account holder | $51 | $5,336-99.0% | $5,150-99.0% | $12,270-99.6% |