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 | $29,853 | $58,627-49.1% | $76,735-61.1% | $82,448-63.8% |
| Participation rate | 76.0% | 63.2%+12.8pp | 69.5%+6.5pp | 68.1%+7.9pp |
| Annual return | 21.37% | 39.10%-17.7pp | 29.77%-8.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,049 | $1,729-39.3% | $2,454-57.3% | $2,551-58.9% |
| Participant deferral / active EE | $4,535 | $3,134+44.7% | $4,088+10.9% | $4,139+9.6% |
| Admin fee / account holder | $196 | $5,323-96.3% | $7,189-97.3% | $7,234-97.3% |