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 5-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 | $34,963 | $60,022-41.8% | $88,946-60.7% | $84,808-58.8% |
| Participation rate | 91.1% | 57.8%+33.2pp | 68.8%+22.2pp | 68.3%+22.8pp |
| Annual return | 23.29% | 22.43%+0.9pp | 57.82%-34.5pp | 40.90%-17.6pp |
| Employer contribution / active EE | $3,859 | $1,703+126.7% | $2,555+51.1% | $2,631+46.7% |
| Participant deferral / active EE | $3,987 | $3,114+28.0% | $4,581-13.0% | $4,212-5.3% |
| Admin fee / account holder | $206 | $4,811-95.7% | $8,261-97.5% | $7,344-97.2% |