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 | $20,856 | $60,892-65.7% | $82,389-74.7% | $84,808-75.4% |
| Participation rate | 87.4% | 63.3%+24.1pp | 69.5%+17.8pp | 68.3%+19.1pp |
| Annual return | 54.38% | 37.29%+17.1pp | 28.67%+25.7pp | 40.90%+13.5pp |
| Employer contribution / active EE | $3,039 | $1,779+70.8% | $2,517+20.7% | $2,631+15.5% |
| Participant deferral / active EE | $4,114 | $3,179+29.4% | $4,155-1.0% | $4,212-2.3% |
| Admin fee / account holder | $152 | $5,467-97.2% | $7,231-97.9% | $7,344-97.9% |