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 | $24,489 | $117,983-79.2% | $101,794-75.9% | $142,382-82.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 18.36% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,615 | $2,773-41.8% | $2,289-29.4% | $4,299-62.4% |
| Participant deferral / active EE | $2,952 | $4,714-37.4% | $4,084-27.7% | $6,507-54.6% |
| Admin fee / account holder | $191 | $10,433-98.2% | $8,777-97.8% | $12,624-98.5% |