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 | $21,056 | $117,983-82.2% | $101,794-79.3% | $142,382-85.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 17.40% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,382 | $2,773-50.2% | $2,289-39.6% | $4,299-67.9% |
| Participant deferral / active EE | $4,670 | $4,714-0.9% | $4,084+14.4% | $6,507-28.2% |
| Admin fee / account holder | $73 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |