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 | $17,848 | $112,729-84.2% | $98,716-81.9% | $137,256-87.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 23.01% | 38.48%-15.5pp | 31.81%-8.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,049 | $2,725-24.8% | $2,279-10.1% | $4,156-50.7% |
| Participant deferral / active EE | $3,632 | $4,640-21.7% | $4,048-10.3% | $6,407-43.3% |
| Admin fee / account holder | $35 | $10,129-99.7% | $8,703-99.6% | $12,270-99.7% |