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 6-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 | $30,051 | $127,065-76.3% | $113,168-73.4% | $142,382-78.9% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 16.27% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,245 | $3,442-5.7% | $2,975+9.1% | $4,299-24.5% |
| Participant deferral / active EE | $6,587 | $5,716+15.2% | $5,107+29.0% | $6,507+1.2% |
| Admin fee / account holder | $112 | $15,736-99.3% | $12,068-99.1% | $12,624-99.1% |