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 | $24,456 | $117,983-79.3% | $101,794-76.0% | $142,382-82.8% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.2%+9.8pp | 80.1%-1.2pp |
| Annual return | 22.89% | 36.92%-14.0pp | 30.53%-7.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,070 | $2,773-25.4% | $2,289-9.6% | $4,299-51.9% |
| Participant deferral / active EE | $5,838 | $4,714+23.9% | $4,084+42.9% | $6,507-10.3% |
| Admin fee / account holder | $51 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |