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 3-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 | $17,686 | $104,974-83.2% | $95,585-81.5% | $142,382-87.6% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.1%+17.4pp | 80.1%+9.4pp |
| Annual return | 38.47% | 210.33%-171.9pp | 38.56%-0.1pp | 217.08%-178.6pp |
| Employer contribution / active EE | $1,937 | $2,779-30.3% | $2,527-23.3% | $4,299-54.9% |
| Participant deferral / active EE | $5,043 | $4,352+15.9% | $4,023+25.4% | $6,507-22.5% |
| Admin fee / account holder | $134 | $6,386-97.9% | $6,127-97.8% | $12,624-98.9% |