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 3-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 | $7,798 | $80,717-90.3% | $154,803-95.0% | $84,808-90.8% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 23.15% | 37.96%-14.8pp | 58.88%-35.7pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,455 | $2,761-47.3% | $4,305-66.2% | $2,631-44.7% |
| Participant deferral / active EE | $1,224 | $3,303-62.9% | $5,540-77.9% | $4,212-70.9% |
| Admin fee / account holder | $144 | $6,746-97.9% | $14,329-99.0% | $7,344-98.0% |