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 | $39,832 | $57,016-30.1% | $84,966-53.1% | $80,856-50.7% |
| Participation rate | 80.0% | 56.3%+23.7pp | 67.5%+12.5pp | 67.6%+12.4pp |
| Annual return | 19.39% | 21.66%-2.3pp | 66.38%-47.0pp | 35.59%-16.2pp |
| Employer contribution / active EE | $5,342 | $1,798+197.2% | $2,727+95.9% | $2,755+93.9% |
| Participant deferral / active EE | $8,128 | $3,110+161.4% | $4,519+79.8% | $4,296+89.2% |
| Admin fee / account holder | $140 | $4,980-97.2% | $6,149-97.7% | $6,918-98.0% |