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 | $42,281 | $179,726-76.5% | $156,263-72.9% | $142,382-70.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 21.14% | 77.86%-56.7pp | 59.47%-38.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,412 | $5,069-52.4% | $4,333-44.3% | $4,299-43.9% |
| Participant deferral / active EE | $5,341 | $6,956-23.2% | $6,158-13.3% | $6,507-17.9% |
| Admin fee / account holder | $92 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |