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 | $38,857 | $112,729-65.5% | $98,716-60.6% | $137,256-71.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 21.99% | 38.48%-16.5pp | 31.81%-9.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,791 | $2,725-34.3% | $2,279-21.4% | $4,156-56.9% |
| Participant deferral / active EE | $7,799 | $4,640+68.1% | $4,048+92.7% | $6,407+21.7% |
| Admin fee / account holder | $15 | $10,129-99.9% | $8,703-99.8% | $12,270-99.9% |