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 | $58,627-64.4% | $76,735-72.8% | $82,448-74.7% |
| Participation rate | 87.4% | 63.2%+24.1pp | 69.5%+17.9pp | 68.1%+19.3pp |
| Annual return | 54.38% | 39.10%+15.3pp | 29.77%+24.6pp | 41.64%+12.7pp |
| Employer contribution / active EE | $3,039 | $1,729+75.7% | $2,454+23.8% | $2,551+19.1% |
| Participant deferral / active EE | $4,114 | $3,134+31.3% | $4,088+0.6% | $4,139-0.6% |
| Admin fee / account holder | $152 | $5,323-97.1% | $7,189-97.9% | $7,234-97.9% |