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 | $29,530 | $179,726-83.6% | $156,263-81.1% | $142,382-79.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.20% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,532 | $5,069-69.8% | $4,333-64.7% | $4,299-64.4% |
| Participant deferral / active EE | $5,516 | $6,956-20.7% | $6,158-10.4% | $6,507-15.2% |
| Admin fee / account holder | $46 | $17,272-99.7% | $14,255-99.7% | $12,624-99.6% |