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 | $23,593 | $117,841-80.0% | $102,423-77.0% | $145,922-83.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 11.25% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,904 | $3,615-47.3% | $3,023-37.0% | $4,660-59.1% |
| Participant deferral / active EE | $4,005 | $5,731-30.1% | $5,053-20.7% | $6,688-40.1% |
| Admin fee / account holder | $87 | $13,326-99.4% | $9,451-99.1% | $13,397-99.4% |