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 | $17,726 | $148,534-88.1% | $135,903-87.0% | $139,434-87.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 44.99% | 79.19%-34.2pp | 68.23%-23.2pp | 372.94%-327.9pp |
| Employer contribution / active EE | $2,714 | $5,243-48.2% | $4,856-44.1% | $4,751-42.9% |
| Participant deferral / active EE | $7,576 | $8,100-6.5% | $7,758-2.3% | $6,710+12.9% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |