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 | $172,111-87.7% | $150,298-85.9% | $137,256-84.6% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 22.43% | 69.37%-46.9pp | 62.79%-40.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,387 | $4,636-26.9% | $4,154-18.5% | $4,156-18.5% |
| Participant deferral / active EE | $5,606 | $6,166-9.1% | $5,453+2.8% | $6,407-12.5% |
| Admin fee / account holder | $175 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |