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 | $10,500 | $81,248-87.1% | $155,509-93.2% | $80,856-87.0% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+4.0pp | 67.6%+14.5pp |
| Annual return | 67.56% | 33.31%+34.2pp | 64.67%+2.9pp | 35.59%+32.0pp |
| Employer contribution / active EE | $1,487 | $3,100-52.0% | $4,672-68.2% | $2,755-46.0% |
| Participant deferral / active EE | $2,609 | $3,452-24.4% | $5,626-53.6% | $4,296-39.3% |
| Admin fee / account holder | $194 | $7,997-97.6% | $15,912-98.8% | $6,918-97.2% |