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 | $17,337 | $77,314-77.6% | $177,989-90.3% | $80,856-78.6% |
| Participation rate | 96.4% | 65.7%+30.7pp | 77.1%+19.3pp | 67.6%+28.8pp |
| Annual return | 14.14% | 18.09%-3.9pp | 294.48%-280.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,361 | $2,292+3.0% | $3,949-40.2% | $2,755-14.3% |
| Participant deferral / active EE | $5,417 | $4,411+22.8% | $6,276-13.7% | $4,296+26.1% |
| Admin fee / account holder | $60 | $7,191-99.2% | $10,363-99.4% | $6,918-99.1% |