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 | $101,618-82.6% | $93,063-81.0% | $137,256-87.1% |
| Participation rate | 89.5% | 74.9%+14.5pp | 72.1%+17.4pp | 80.0%+9.5pp |
| Annual return | 38.47% | 223.95%-185.5pp | 34.15%+4.3pp | 220.34%-181.9pp |
| Employer contribution / active EE | $1,937 | $2,707-28.4% | $2,476-21.8% | $4,156-53.4% |
| Participant deferral / active EE | $5,043 | $4,279+17.9% | $3,958+27.4% | $6,407-21.3% |
| Admin fee / account holder | $134 | $6,198-97.8% | $6,033-97.8% | $12,270-98.9% |