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 | $34,307 | $177,572-80.7% | $154,803-77.8% | $142,382-75.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 12.72% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,092 | $4,810-77.3% | $4,305-74.6% | $4,299-74.6% |
| Participant deferral / active EE | $2,549 | $6,272-59.4% | $5,540-54.0% | $6,507-60.8% |
| Admin fee / account holder | $136 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |