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 | $22,413 | $183,592-87.8% | $155,567-85.6% | $145,959-84.6% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.2pp | 80.3%+14.2pp |
| Annual return | 16.66% | 61.24%-44.6pp | 64.74%-48.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $3,177 | $5,315-40.2% | $4,674-32.0% | $4,661-31.8% |
| Participant deferral / active EE | $5,342 | $6,464-17.4% | $5,628-5.1% | $6,689-20.1% |
| Admin fee / account holder | $175 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |