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 | $14,862 | $48,230-69.2% | $67,502-78.0% | $80,856-81.6% |
| Participation rate | 70.7% | 66.4%+4.4pp | 72.9%-2.1pp | 67.6%+3.1pp |
| Annual return | 22.60% | 18.28%+4.3pp | 3512.12%-3489.5pp | 35.59%-13.0pp |
| Employer contribution / active EE | $547 | $2,020-72.9% | $2,731-80.0% | $2,755-80.1% |
| Participant deferral / active EE | $1,541 | $2,924-47.3% | $4,000-61.5% | $4,296-64.1% |
| Admin fee / account holder | $20 | $3,681-99.5% | $3,998-99.5% | $6,918-99.7% |