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 | $36,161 | $148,534-75.7% | $135,903-73.4% | $139,434-74.1% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 15.70% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,918 | $5,243-63.4% | $4,856-60.5% | $4,751-59.6% |
| Participant deferral / active EE | $9,025 | $8,100+11.4% | $7,758+16.3% | $6,710+34.5% |
| Admin fee / account holder | $77 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |