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 | $16,810 | $177,572-90.5% | $154,803-89.1% | $142,382-88.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.87% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,561 | $4,810-46.8% | $4,305-40.5% | $4,299-40.4% |
| Participant deferral / active EE | $8,042 | $6,272+28.2% | $5,540+45.2% | $6,507+23.6% |
| Admin fee / account holder | $265 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |