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 | $30,977 | $95,266-67.5% | $82,389-62.4% | $142,382-78.2% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.5%+12.3pp | 80.1%+1.7pp |
| Annual return | 20.64% | 25.74%-5.1pp | 28.67%-8.0pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,421 | $2,991-52.5% | $2,517-43.5% | $4,299-66.9% |
| Participant deferral / active EE | $4,716 | $4,809-1.9% | $4,155+13.5% | $6,507-27.5% |
| Admin fee / account holder | $25 | $8,563-99.7% | $7,231-99.7% | $12,624-99.8% |