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 | $21,200 | $177,572-88.1% | $154,803-86.3% | $142,382-85.1% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 22.43% | 65.07%-42.6pp | 58.88%-36.5pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,387 | $4,810-29.6% | $4,305-21.3% | $4,299-21.2% |
| Participant deferral / active EE | $5,606 | $6,272-10.6% | $5,540+1.2% | $6,507-13.8% |
| Admin fee / account holder | $175 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |